2023年度展望

What if 2023 is not the reset that investors are pining for?
如果2023年没有迎来投资者所憧憬的重启?

Party-poopers point to the risk of a Fed pivot turning out to be more of a plateau before more rate rises
马丁:随着通胀降温,投资者开始憧憬2023年美联储暂停加息,市场上涨,但如果通胀卷土重来,美联储变得更加鹰派呢?

Inflation is finally cooling. But the ghost of sky-high inflation continues to haunt fund managers.The genuine possibility that the peak in global inflation may be behind us started to emerge in the US last month, when data showed the annual rate dropped to 7.1 per cent in November, a decent fall from 7.7 per cent in the previous month and even a little below forecasts.

通胀终于开始降温了。但高通胀的幽灵仍在困扰着基金经理。

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