A much-awaited turnaround in inflation
Equity and bond markets both returned positively in the fourth quarter of 2023 – a welcome relief after the sharp sell-off of the previous quarter – as several data points across the US and Euro Area pointed to lower year-on-year inflation levels.
Across the US, the year-on-year consumer price index, which includes food and energy costs, fell to 3.1% in November. Equally, both Euro Area and UK year-on-year inflation also fell markedly, at 2.4% and 3.9% respectively. Read more in our quarterly investment update.
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