13 Tweets 1 reads Nov 28, 2022
How will the markets play out in 2023?
Realistically, no one knows; however in this ๐˜๐—ต๐—ฟ๐—ฒ๐—ฎ๐—ฑ ๐Ÿงต Iโ€™ve complied outlooks from:
โ–ช๏ธ Druckenmiller
โ–ช๏ธ Bill Ackman @BillAckman
โ–ช๏ธ $MS
โ–ช๏ธ $GS
โ–ช๏ธ $BLK
โ–ช๏ธ $BAC
โ–ช๏ธ Nasdaq
โ–ช๏ธ Standard Chartered
If helpful, RT ๐Ÿ”‚ :)
Per Druckenmiller:
๐Ÿšจ Druckenmillerโ€™s base case for a hard landing and recession in 2023 ๐ž๐ฑ๐ฉ๐ฅ๐š๐ข๐ง๐ž๐๐Ÿšจ
โ–ช๏ธ Why he believes we are in for a recession next year
โ–ช๏ธ How QT effects have been offset thus far
โ–ช๏ธ Liquidity cycle ๐Ÿ’ธ
Per Ackman:
youtu.be
Per Standard Chartered:
Video ๐Ÿ‘‡
What do the banks predict for peak Fed funds rate ? Here is the aggregate view ๐Ÿ‘‡
Per @rhemrajani9, for 2022: note from early 2022. If this is helpful, I can write something similar for 2023!
Hope this ๐Ÿงต is helpful in sharing the varying perspectives from major banks and prominent investors as we head in 2023.
If you found it useful:
1. Follow @rhemrajani9
2. Turn notifications ๐Ÿ”” on to never miss macro insights, stock market info, tech news and spaces !!
I truly believe you can form your own viewpoints w/ the amount of data we can access today.
If you enjoyed this thread, hereโ€™s another one that will certainly help you in refining your research process. ๐Ÿ‘‡

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