Hard to See 2023 as a Down Year: Barings Strategist

The video discusses the mismatch between earnings expectations and reality, highlighting economic challenges due to rising costs and interest rates. It explores market trends, inflation control, and the Federal Reserve's role. The impact of China's reopening on global growth and commodities is analyzed. Finally, it offers investment strategies and market predictions for 2023, considering potential economic slowdowns and Fed policies.

What are the key risks to the CPI story mentioned in the discussion?

What impact could China's reopening have on global growth and inflation?

What is the speaker's outlook for the market in the upcoming year?