Oftentimes, market catalysts can only be recognized after they have occurred (i.e., the pandemic). Looking ahead at the next 12 months, however, we believe that historically reliable market signals are suggesting a difficult economic environment. 2022 was an inflation and interest-rate-driven bear market. Both will remain front and center, but investors appear to be shifting from worries about rising inflation and interest rates to worries about economic and earnings growth.
To read our 2023 Economic and Market Outlook Summary in full, click here.
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