Q1 Market Commentary 2024
The first quarter of 2024 has remained focused on inflation and interest rate policy on each side of the Atlantic. The previous market view ‘higher for longer’ rotated into a course of easing rates in early January. This view was somewhat diluted over the second half of Q1 while continued resilience in the US employment market and some geopolitical events changed some viewpoints to a more cautionary stance.
- 6 May 2024