Saturday Hark Back - 7 Jan 2023
FOMC minutes show the Fed is not for turning plus some 2023 outlooks found on the Harkster app.
Capturing the themes of the week when there’s time to digest them.
Powell keen to go the distance but will the markets let him without a fight:
2023 Outlooks:
🎧 Education for the ears podcasts
Macrovoices - Darius Dale the recession is coming but not until H2
2023 Global Macro Outlook - Alfonso Peccatiello & Andreas Steno Larsen
🥳 To lighten the mood
Follow the evolving market narratives through our curated research & commentary channels on Harkster.
The information provided in this post is for general information purposes only. No information, materials, services, and other content provided in this post constitute solicitation, recommendation, endorsement or any financial, investment, or other advice. Seek independent professional consultation in the form of legal, financial, and fiscal advice before making any investment decision.
Nice work! You might enjoy my perspective as well
https://finiche.substack.com/p/the-big-portfolio-refresh-202301
Cheers!
F.
3 paths for 2023, good read...
I'd probably see the 4.60 %, middle path, as most likely, but who knows ????
One thing I do believe is that the Fed, is a poor Forecaster.....
Thanks for your work !!!!