Quarterly Pulse - January 2023

Economic Outlook

The signs of weakening in the US economy, the possibility of a recession following the monetary tightening, and the energy supply shock resulting from the geopolitical tensions have weighed heavily on the financial markets this year. 2022 is almost over, and although 2023 comes with plenty of uncertainty, most investors hope that the worst is coming to an end. Following the easing of financial conditions, the 2023 investment approach might finally shift from macro to micro.

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