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

1. I score my 2023 predictions: not very impressive om the two big calls!

2. I was way too pessimistic about corporate earnings and way too optimistic about China’s recovery

3. Liquidity has started increasing again and oil did nearly hit $100 a barrel

4. The UK has so far avoided a deep recession

5. MLP funds and semi-conductor funds have had a cracking 2023

6. BlackRock likes fixed-income

7. Fidelity is quite cautious and thinks 2024 could be a tough year

8. A useful guide to central bank key dates

Scoring my Predictions for 2023