As we look ahead to the year 2024, it's clear that two significant factors will have a substantial impact on global markets: inflation and the US presidential election. A recent survey conducted by JPMorgan among traders sheds light on the important role these factors will play in shaping the investment landscape.
Firstly, inflation is expected to be a key concern for traders in the coming year. The unprecedented monetary stimulus measures undertaken by central banks around the world in response to the COVID-19 pandemic have raised fears of inflationary pressures. As economies recover and demand for goods and services surges, there is a genuine apprehension that this could lead to sustained higher levels of inflation.