Rates keep rising – November 2023
This month, our Chief Economist Eric Lascelles explores the latest positives and negatives in data. He speaks to:
- the Israel-Hamas conflict
- the rise of Japanese bond yields
- European economic underperformance compared to the U.S.
- the declining U.S. hiring rate.
- China’s improving credit trend.
He also explores a possible technological boom, lead by generative AI.