Citi Research listed five of the biggest market and investment themes anticipated for 2024: delayed easing cycles, inflation risks, diverging growth from central banks, broadening of earnings and markets, and the risk of recession. Citi Global Head of Macro and Emerging Market Strategy Dirk Willer sits down with Yahoo Finance Live to discuss the weight of inflation and a potential recession bearing down on the Federal Reserve "The market fully bought into the soft landing, and indeed right now a lot of indications point to a soft landing," Willer says. "But if that were not to pan out, then the main reason would be that inflation, especially goods and housing is slightly stickier." For more expert insight and the latest market action, click here to watch this full episode of Yahoo Finance Live. Editor's note: This article was written by Luke Carberry Mogan.

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