Ahead of a series of client presentations that begin today, we outline below some of the main changes to our forecast since our Global Outlook, Winter 2023. A more detailed report, explaining some of the analysis underpinning our latest thinking, will be circulated once the presentations have concluded. Backdrop The pandemic is in the past and normal service is resuming The convulsion in growth has subsided and the upheavals in inflation and interest rates are past their peak. In our…
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