December Economic Update

Will Douglas and the team at Morgans share their December Economic Update.

• Market observations? 2022 was a tough year

• Global inflation shock broadens despite large oil price fall

• Interest rates are forecast to go much higher, continuing the steepest rise in history

• The success of the International Hedge Fund Strategy

• Time to focus on China and the China recovery from Covid

• Short term vs Long term strategy summary

• The US Dollar may have peaked in strength (a 20-year high) and is falling (very positive for commodity prices, especially gold).