Macro Economy: The 2024 Outlook Part 2

This podcast episode peers into the future of global markets in 2024, focusing on government bonds, credit markets, and the U.S. housing sector. Speakers foresee opportunities in European government bonds, particularly the UK due to diverging economic trajectories and monetary policy. For credit markets, despite the generally supportive environment, Asia standout with elevated valuations amid economic uncertainty. The U.S. housing market is expected to rebound in the latter half of the year, with new home sales rising and home prices seeing slight declines.