The Year In Review And Ahead

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S&P 500 still didn‘t catch second breath since giving up the (for some but not for you, my readers) sharp Dec CPI gains, and getting finished by Powell and the tightening spree continuation around the world (ECB, BoE, SNB) – dashing all hopes of Santa Claus rally. Similarly the BoJ admissible rates move didn‘t help. Today‘s analysis is going to be a very special one as I‘ll concentrate on the key 2022 developments shaping up the investing and trading landscape of 2023 – across the many markets on my watch, all naturally intertwined with macroeconomics and economic policy notes. Q3 2022 hedge f…

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