Weekly Forecasts 2/2024

Uncertainty grows

Forecasts:

1. The outlook of the U.S. economy remains dire.

2. The Fed will cut by 25bps next week.

3. The Russo-Ukrainian war enters a path leading to the endgame (like we warned it would past week).

To note, we will shortly start publishing analyses on the most vulnerable U.S. banks.

The outlook for the U.S. economy