Our macroeconomic scenario

After a 2023 marked by a global slowdown along with continued regional de-synchronisation, what are the perspectives for 2024? Portfolio Advisor Kevin Thozet talks to our Chief Economist Raphaël Gallardo about his global scenario for 2024.

« The threat in China was never the Charybdis of inflation but rather the Scylla of deflation. »

Raphaël Gallardo, Chief Economist