Monday Macro – the verdict on my 2023 predictions (!), central bank dates to watch out for in 24 and BlackRock opines
How did my predictions for big-picture stuff go in 2023? Spoiler alert – not well. I was way too pessimistic about the US and too optimistic about China. Plus BlackRock and Fidelity on 2024
I score my 2023 predictions: not very impressive om the two big calls!
I was way too pessimistic about corporate earnings and way too optimistic about China’s recovery
Liquidity has started increasing again and oil did nearly hit $100 a barrel
The UK has so far avoided a deep recession
MLP funds and semi-conductor funds have had a cracking 2023
BlackRock likes fixed-income
Fidelity is quite cautious and thinks 2024 could be a tough year
A useful guide to central bank key dates
Scoring my Predictions for 2023
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