The Saturday Hark Back - 16 Dec 2023
Capturing the themes of the week when there’s more time to digest them.
The Hark Back
The key narratives that drove markets last week:
What a week and way to finish 2023...
Fed speak has started with some push back on a “premature” March cut
Are the Fed simply overcommunicating to the market?
Will 10 years stick sub 4%?
but 2024 is scheduled to be the year of cuts...
As equities soar, there are issues hiding in plain sight
should we be shopping for portfolio hedges?
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