Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: In this episode we discuss what we have chosen to be the best outrageous prediction for 2024 sent to us by our clients at Saxo. The outrageous prediction is simply that government abandons the GDP measure as the yardstick for progress and how to steer the economy. Given that rising GDP has been the key policy objective by developed countries since the Great Depression this would truly be an outrageous prediction. We discuss this outrageous idea and the problems with GDP in a greater macroeconomic context, with Peter Garnry and Steen Jakobsen.
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