Our macroeconomic scenario

January 2024

30 januari 2024

After a 2023 marked by a global slowdown along with continued regional de-synchronisation, what are the perspectives for 2024? Portfolio Advisor Kevin Thozet talks to our Chief Economist Raphaël Gallardo about his global scenario for 2024.

« The threat in China was never the Charybdis of inflation but rather the Scylla of deflation. »

Raphaël Gallardo, Chief Economist

Edouard Carmignac’s Letter

Edouard Carmignac writes on current economic, political and social issues each quarter.

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Video created on 12/01/2024.

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