Wars are inflationary. so expect interest rates to keep rising in 2024 (even tho they are negative in real terms)
higher rates means lower share prices. lets see how the central planners react to the war and the goal is always to inflate asset prices but the problem now is the inflation can not be hidden by cheap asian labour anymore.
The rise of Asia means there is now a wealthy middle class who are no longer willing to slave away making cheap throw away goods for the regime. buy more BBOZ....