What to watch in 2024

We show which topics are likely to shape 2024 and what this could mean for the markets.

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Bernd Weidensteiner, Dr Christoph Balz

Commerzbank Economic Research

January 5 2024

From a purely economic perspective, the new year will be characterized by the consequences of the central banks' sharp interest rate hikes. But will the monetary authorities' braking maneuver be enough to finally bring inflation back to the 2% target? And when will the central banks begin to cut interest rates? Politically, 2024 is likely to be an extremely interesting year. Many will be thinking primarily of the US election campaign, but the elections in Taiwan in mid-January could already move markets. We provide an overview of what could be important in 2024.