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…