Market assessment 2024: Outlook from financial expert Robert Halver - global economy, monetary policy, raw materials & stock market in focus

Market assessment 2024: Outlook from financial expert Robert Halver - global economy, monetary policy, raw materials & stock market in focus

According to a report from www.focus.de, Robert Halver's forecast for the coming stock market year sees a gradual recovery in the global economy. The US economy is experiencing a noticeable loss of momentum, while China and the Eurozone are slowly getting back on track. Monetary policy is to be further relaxed, which will have a positive impact on interest rates and stock markets.

Due to the forecast economic recovery, demand for raw materials and industrial metals is expected to increase. Gold remains an attractive investment point due to the easing of interest rates. The world banks will continue to accumulate gold stocks, which should stabilize the price of gold.

Monetary policy is expected to be further eased, leading to lower interest rates. This could have a positive impact on the stock market, especially on European stocks, which are less dependent on national conditions due to their international sales.

The outlook for Japanese stocks is also positive, based on solid balance sheets and expected earnings growth. In addition, Japanese export companies will benefit from reflation in 2024.

With regard to emerging markets, relief is expected, which can be attributed to the dovish interest rate policy. Overall, Robert Halver's forecast suggests a gradual recovery of the financial markets and the global economy in 2024.