Institute of International Finance September 19, 2024

Global Macro Views: The Global Outlook

Marcello Estevão ·

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About this work

The September 2024 outlook combines slowing global growth with expectations of substantial Federal Reserve easing. Lower US rates could support emerging markets, but regional exposures differ. Geopolitical tensions, the US election and changes in trade policy frame the risks, while stability and technological progress shape the prospects for 2025.

Abstract

The September 2024 outlook combines slowing global growth with expectations of substantial Federal Reserve easing. Lower US rates could support emerging markets, but regional exposures differ. Geopolitical tensions, the US election and changes in trade policy frame the risks, while stability and technological progress shape the prospects for 2025.

Cite this work

Marcello Estevão, Jonathan Fortun (2024). Global Macro Views: The Global Outlook. Institute of International Finance.