Monday Macro - Various big picture predictions for the new year
Plus why Iran is mid way through a property bubble and Egypt’s ever deeper hole
Happy new year! Back to normal today but with a slight difference - the main part of this Monday Macro looks at some of the mainstream predictions for 2023. I published my 2023 predictions last week which in truth aren’t that different from the consensus but with a few twists.
We’re already a few days into the new year in terms of trading and as it stand…
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