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Macro Outlook – Time for Optimism?

Lee Ferridge, Head of Macro Strategy, Americas, at State Street Global Markets® discusses three bearish trends facing investors in 2023.

After the turmoil created by the pandemic, the ongoing war in Ukraine, multi-decade high inflation prints and now the threat of a global recession, can we look ahead to the macro landscape with any sense of optimism, or at the very least, some degree of certainty?

Lee Ferridge, Head of Macro Strategy, Americas, at State Street Global Markets discusses three bearish trends facing investors in 2023. After the turmoil created by the pandemic, the ongoing war in Ukraine, multi-decade high inflation prints and now the threat of a global recession, can we look ahead to the macro landscape with any sense of optimism, or at the very least, some degree of certainty?

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Video Highlights

Entering 2023, inflation remains stubbornly high across the globe. Lee explores why this is unlikely to reverse quickly.

The risk of recession continues to rise, driven by elevated inflation. Lee provides a historic perspective of past recessions and his forecast for 2023.

As the Federal Reserve begins to unwind a decade of treasury bond purchases, Lee discusses how investors in equities and fixed income markets will be impacted.