We outline below some of the main findings from our new Global Outlook, Autumn 2023 forecast. Backdrop The outperformance of the US that we have highlighted over the last year has strengthened since the previous Outlook; the Fed seems likely to achieve an ‘immaculate disinflation’, while in the EA and the UK it looks like a recession will be the cost of getting inflation under control But the US is not home and dry: its recovery is now threatened by…