Morgan Stanley's 2024 Outlook: "What We Debated"

By Vishwanath Tirupattur, global head of Quantitative Research at Morgan Stanley

We published our year-ahead global economics and strategy outlooks last Sunday, and the more detailed asset class and country-specific outlooks have been streaming out during the week, with more to follow. At Morgan Stanley Research, the outlooks are the culmination of a process involving much deliberation and spirited debate among economists and strategists across all the regions and asset classes we cover. While we strive for cohesion and consistency in our outlooks across economies and markets, we are convinced that in a highly interconnected world facing numerous uncertainties, challenging each other’s views makes the final product much stronger. In last week’s Sunday Start, I outlined the outcome of the process – our outlook for 2024 across markets and economies. This week, we will focus on the key debates we engaged in along the way.