How will the markets play out in 2023?
Realistically, no one knows; however in this ๐๐ต๐ฟ๐ฒ๐ฎ๐ฑ ๐งต Iโve complied outlooks from:
โช๏ธ Druckenmiller
โช๏ธ Bill Ackman @BillAckman
โช๏ธ $MS
โช๏ธ $GS
โช๏ธ $BLK
โช๏ธ $BAC
โช๏ธ Nasdaq
โช๏ธ Standard Chartered
If helpful, RT ๐ :)
Realistically, no one knows; however in this ๐๐ต๐ฟ๐ฒ๐ฎ๐ฑ ๐งต Iโve complied outlooks from:
โช๏ธ Druckenmiller
โช๏ธ Bill Ackman @BillAckman
โช๏ธ $MS
โช๏ธ $GS
โช๏ธ $BLK
โช๏ธ $BAC
โช๏ธ Nasdaq
โช๏ธ Standard Chartered
If helpful, RT ๐ :)
Per Druckenmiller:
๐จ Druckenmillerโs base case for a hard landing and recession in 2023 ๐๐ฑ๐ฉ๐ฅ๐๐ข๐ง๐๐๐จ
โช๏ธ Why he believes we are in for a recession next year
โช๏ธ How QT effects have been offset thus far
โช๏ธ Liquidity cycle ๐ธ
๐จ Druckenmillerโs base case for a hard landing and recession in 2023 ๐๐ฑ๐ฉ๐ฅ๐๐ข๐ง๐๐๐จ
โช๏ธ Why he believes we are in for a recession next year
โช๏ธ How QT effects have been offset thus far
โช๏ธ Liquidity cycle ๐ธ
Per Ackman:
youtu.be
youtu.be
Per $BLK: blackrock.com
Per Nasdaq: nasdaq.com
What do the banks predict for peak Fed funds rate ? Here is the aggregate view ๐
Per @rhemrajani9, for 2022: note from early 2022. If this is helpful, I can write something similar for 2023!
Hope this ๐งต 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 ๐ on to never miss macro insights, stock market info, tech news and spaces !!
If you found it useful:
1. Follow @rhemrajani9
2. Turn notifications ๐ 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, hereโs another one that will certainly help you in refining your research process. ๐
If you enjoyed this thread, hereโs another one that will certainly help you in refining your research process. ๐
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