Waterloo Capital 2023 Market Outlooks
2023 Outlook: Themes to Watch
We present 6 key themes to provide a roadmap for investors in the coming year:
Markets: You’re Going to Need a Smaller Boat 7
Bonds: From TINA to TARA 10
Economy: Can We Cool Without Freezing 13
Inflation: Tale of Two Years 16
Federal Reserve: I Thought We Said Don’t Fight the Fed 19
Earnings: Under Pressure
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