December Report 2023

This edition begins with general overview of 2023, covering the topics which have driven much of the year’s debates and provided foundations for recent 2024 outlooks. The report then delves into specific monthly analyses for key regions like the US, EU, and China, discussing central bank pressures regarding interest rates and the ongoing battle with inflation. It also covers significant movements in financial markets, analysing the validity of claims regarding the “Santa Rally” and performance of fixed income securities. Lastly, it presents a comprehensive coverage of the investment banking and private equity sectors, including industry and geographic specific overviews and highlights of the month's top deals.