It’s too early in the new year to draw hard conclusions, but the initial results for 2023 through the first half of January show a broad-based rally in most equity factors led by so-called high beta shares, based on a set of ETF proxies.
Daily Archives: January 17, 2023
Macro Briefing: 17 January 2023
* China’s economic growth slows to 3.0% in 2022, near historic lows
* China reports smaller population, first decline in decades
* Will China’s reopening trigger a sharp rise in oil price? Maybe not
* Putin is “weaponizing food”, has global implications, warns head of fertilizer firm
* Japan rearming again to counter China’s ambitions to control Asian-Pacific region
* Corporate executives, economists at Davos meeting expect global recession
* More central-bank digital currencies are being tested
* Microsoft plans to add artificial-intelligent tools to all its products
* Bitcoin rallies sharply year to date after rough 2022
* Some analysts predict gold will rise to near record high this year:
