Diversifying into equities ex-US has been a disappointment in recent years, but January suggests the tide may be turning in favor global investing strategies.
Daily Archives: January 23, 2023
Macro Briefing: 23 January 2023
* Bipartisan lawmakers prepare plan to defuse debt-ceiling crisis
* China’s reopening may boost global inflation
* Market-based gauges of inflation project rapid inflation slide in months ahead
* The first ETF celebrates its 30th birthday this week
* Banks set for deepest layoffs since the financial crisis
* The long and winding road to the US government’s $31 trillion pile of debt
* Big tech’s big reversal linked to mistaken bets on pandemic-fueled growth
* Fed’s Waller supports slowing next rate hike to 25 basis points
* US existing home sales fell again in December, lowest since November 2010:
