What the market is saying and what to watch out for in 2024 - video
Adam appeared in an interview with Bloomberg, outlining his pig picture views for the year ahead. The big picture the question is: Will we return to a 2010s style regime of low inflation and low rates? Last week's CPI data showed that we are and I think that's a big tailwind for all risk assets. The focus right now is on central banks but waiting longer to cut rates probably won't be bullish for risk-sensitive currencies because headwinds are mounting, particularly due to housing and immigration.Check out the video! Also, written playbook here:The playbook for 2024 trading This article was written by Eamonn Sheridan at www.forexlive.com.
Adam appeared in an interview with Bloomberg, outlining his pig picture views for the year ahead.
- The big picture the question is: Will we return to a 2010s style regime of low inflation and low rates? Last week's CPI data showed that we are and I think that's a big tailwind for all risk assets. The focus right now is on central banks but waiting longer to cut rates probably won't be bullish for risk-sensitive currencies because headwinds are mounting, particularly due to housing and immigration.
Check out the video! Also, written playbook here:
This article was written by Eamonn Sheridan at www.forexlive.com.