UBS Macro Monthly - Dezember 2023
Highlights
- A soft landing for the global economy is our base case.
- The labor market is cooling, but inflation is cooling faster. Positive real income growth should continue to support consumption.
- Robust private sector balance sheets reduce the likelihood of a sharp pullback.
- A soft landing is priced into the bond market much more than the stock market.
- We expect global equities to surpass all-time highs in 2024, and to outperform government bonds.
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