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).