8th January 2024
From the exuberance of 2023 the markets transition to 2024 has been patchy
Over the past two years asset markets have moved sideward and market has started the year with some nervousness
Flat earnings and higher interest rates do not bode well for the US equity market's relative performance
Global growth is starting the year on a mixed note while China still has its issues
Watch out for inflation it may have regained some momentum