9November20235:24AMESTGlobalMarketsOutlook2024TowardsaBetterBalanceWerecentlylaidoutourGlobalMacroOutlookfor2024—TheHardPartisOver.WeDominicWilsonprovidemoredetailonourGlobalMarketsOutlookhere,highlightingasusual10coreinvestmentthemesthatdrivemanyofourmarketviews.Moredetailed+1(212)902-5924outlooksfortheindividualassetclassesareforthcoming.dominic.wilson@gs.comGoldmanSachs&Co.LLC1.ParkingthePlane:Inflationnearingtarget,noimminentUSrecession,butmarketsalreadypricedforsoft-ishlanding.KamakshyaTrivedi2.TheGreatEscape(FromaLow-YieldEquilibrium):Realyieldsoncoreassets+44(20)7051-4005mostlybacktopre-GFClevels,soamoreconventionalopportunityset.kamakshya.trivedi...
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