The prevailing focus heading into 2024 is centered around the next phase of global central bank policy and the nuanced shift towards easing. While rate cuts are a well-known aspect of monetary policy, central bank balance sheets have also become an active tool for policymakers. Our authors dive into global monetary policy outlooks and how they could shape the economic landscape in the latest edition of The Global Edge.
Central banks in developed economies are poised for the next phase of monetary policy, raising questions for global investors. A consensus suggests that rates will remain restrictive with no imminent cuts. The question for the year ahead is decoding the implications of "higher for longer," and what that means for investment decisions in this evolving landscape.
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In this edition of The Global Edge, our team of thought leaders explore the question of: how long can investors expect to see the potential ill effects from these developments as we move into the second half of the year?
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As global investors stand weeks away from the end of 2022, it is interesting to note that some things just don’t change. While the financial markets seem to be endlessly waiting for some type of ‘Powell Pivot’ from the Federal Reserve (Fed), global central banks remain in full-tilt tightening mode. The Bank of Japan is, of course, the notable exception in the developed world.
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As global investors stand weeks away from the end of 2022, it is interesting to note that some things just don’t change. While the financial markets seem to be endlessly waiting for some type of ‘Powell Pivot’ from the Federal Reserve (Fed), global central banks remain in full-tilt tightening mode. The Bank of Japan is, of course, the notable exception in the developed world.
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With inflation raging across the globe, developed market (DM) central banks have been confronted by a force not seen in decades. Indeed, prior to the once in-a-generation COVID-19 pandemic, it seemed as if the challenge facing central banks was skewed more toward the perplexing lack of demand pressures that was prevalent, a complete 180-degree shift from where we currently stand.
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