Jamie Constable’s Monthly Macro Update (July 2021)

Jamie Constable, Market Strategist at Singer Capital Markets, looks back on the year in this latest report whilst providing an outlook on markets in 2024. In this report, Jamie recalls the narrative of our equity markets report from the summer to see if the year has played out as expected, while also making some forecasts for 2024 powered by considered analysis of economic data, structural themes and company valuations.