Macro Highlights
- A review of the current environment and market expectations across US, Europe, UK, China and India.
- House prices continue to slip.
- US Labour market weakening but still strong.
Fixed Income Highlights
- A review of US and EU long term rates and credit.
- China RE $Bonds rebounding amid supports
Equity Highlights
- A review of the current environment and outlook of US, Europe, China and India equity markets.
- U.S. Equity: Still in Bear market.
- 2023 EPS estimates are overly optimistic.
- U.S. Equities: 2023 may not be that bad.
Forex, Commodities & Alternatives
- A review of commodity and FX pricing and rates.
- Real Estate: More pain for private valuations.
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