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Saturday Hark Back - 7 Jan 2023

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Saturday Hark Back

Saturday Hark Back - 7 Jan 2023

FOMC minutes show the Fed is not for turning plus some 2023 outlooks found on the Harkster app.

Jan 7
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Saturday Hark Back - 7 Jan 2023

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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:

    • Kyla - Fed hiking up the mountain

    • Fortune - 2 political problems for the Fed's inflation fight

    • Macrodesiac - The new look Fed

  • 2023 Outlooks:

    • Real Investment Advice - 3 paths for 2023

    • Macrodesiac - New year same themes

    • Messari - Crypto theses for 2023

 

🎧 Education for the ears podcasts
  • The Investors Podcast - Key 2022 takeaways

  • Macrovoices - Darius Dale the recession is coming but not until H2

  • What Bitcoin Did - Lyn Alden 2023 Outlook

  • 2023 Global Macro Outlook - Alfonso Peccatiello & Andreas Steno Larsen

 

🥳 To lighten the mood
  • Around the NFL Podcast - Regular season last week preview

  • FA Cup 3rd round weekend - 11 of the best upsets


Follow the evolving market narratives through our curated research & commentary channels on Harkster. 

Open Harkster

 

Subscribe to our free, 10-minute morning briefing. Used by 14k+ people to start their day!

 

 

 

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.

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Saturday Hark Back - 7 Jan 2023

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FiNiche
Writes FiNiche Investments
Jan 8

Nice work! You might enjoy my perspective as well

https://finiche.substack.com/p/the-big-portfolio-refresh-202301

Cheers!

F.

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Steven VanHeyningen
Jan 7

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 !!!!

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