Good news regarding easing inflation, and bad economic news around slowing growth, continue to push share markets higher both overseas and domestically. This is a notable turnaround as more and more investors expect central banks to start cutting rates sooner than previously anticipated. Are we finally near the end to monetary policy tightening for this cycle? What is the outlook for inflation and interest rates in 2024?
Tune into our final edition of Ground Control in 2023. In this episode, Emmanuel Calligeris, Chair of the DWA Investment Committee, and Grahame Evans, Director of DWA Managed Accounts, discuss key economic and market trends as we look ahead to 2024 and 2025. They also examine the impact of government policies on the housing market, particularly in Australia, discussing issues like foreign investment and the balance between immigration, job market needs, and housing availability. Emmanuel offers a balanced yet optimistic outlook for 2024, suggesting stabilising markets due to peaking inflation and declining interest rates.
