Quarterly Letter – Q1 2024: U.S. Still Outpacing the Rest?
April 26, 2024
As 2024 got underway, the US continued to be the brightest spot for growth in the global economy. But that was coupled with a worrying pick up in underlying inflation. The path to monetary easing in America no longer looks so clear cut. Financial markets that boomed in Q1 are now less confident.