2022 Vs 2023: Financial Conditions To Real Economy
Schwab Network
English - February 09, 2023 20:47 - 6 minutes - 160 MB - ★★★★★ - 23 ratingsNews Commentary News Business News business news news commentary news Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Strong Labor Market Or A Data Delay With Recent Layoffs?
"The macro environment has been slowly improving for U.S. equity markets. Our Q.I. model value for the S&P 500 is up 1.5% since the start of the year. The market has rallied more than that, leaving it slightly rich to macro conditions on our models. 2022 was all about the Federal Reserve and financial conditions and 2023 is more about tracking GDP growth, industrial metals, and China demand," says Huw Roberts.