Firstly, a Happy Chinese New Year to all our friends and colleagues in Asia, for as we pointed out in a post this time a year ago Chinese New Year is celebrated not only in Greater China but across much of Asia.

Just before Christmas, I was delighted to have the opportunity to chat with Angelo Robles, founder of the US based Family Office Association about a wide range of subjects, but in particular how we at Market Thinking saw the coming year in markets

The idea of ‘Musings’ is that while none of the following might merit a full post of their own, they might perhaps add up to some interesting observations (of sorts).

Macro Traders had their best year in decades in 2022, benefitting from clear negative trends in Bonds, Equities, commodities and currencies (against the $)...

Year ahead views and thoughts - The consensus forecast for the Global Economy in 2023 is pretty clear, a peak in inflation and a sharp slowdown in GDP that will be ‘short but not painless’. The associated view for markets, however, is more diverse and largely depends on the extent to which this economic slowdown is regarded as being ‘already in the price’.