The four horsemen of the 1H apocalypse

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From the Market Ear:

A strong consensus among Wall Street strategists that 1H of 2023 will be weak. In a “max confusion” market we know how January should trade….

Kolanovic

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About the author
Leith van Onselen is Chief Economist at the MB Fund and MB Super. He is also a co-founder of MacroBusiness. Leith has previously worked at the Australian Treasury, Victorian Treasury and Goldman Sachs.