At the beginning of 2022 and before the Russia-Ukraine war, we had predicted that SP500 could gain between 9%-13%. War changed the expectations, and in revisions, we have been talking about recovery above 3,500 USD. For 2023, while it seems like an opportunity to grow from current low levels, we still have some risks there, […]
An exciting year ended with concerns about the possible recession and energy demand outlook for the year ahead. Both Oil and Gas were on a roller coaster ride in the first months of 2022, especially after increasing tensions because of the Russian attack on Ukraine. Both Gas and Oil tested multi-year highs in 2022, but […]
The gold price is back above $1,900, which was last seen in April 2022. This positive reaction on the year’s first days can raise hopes for a bright 2023 for the yellow metal. There are several reasons to be optimistic, but we can count on very likely recession and geopolitical tensions that increase gold’s safe-haven […]
Without a doubt, the Japanese economy was one of the most hit economies in 2022 and the wake of the Ukraine war. Japan imports over 80% of its Oil consumption, and Yen was one of the weakest currencies in 2022, which means much higher costs for producers. The higher producer price index also increased Japanese […]
While Boris Johnson’s admirable measures to overcome Corona caused the British economy to start recovering faster than other economies, 2022 brought many other shocks and challenges for the British. Inflation, BoE tightening policies, the war in Ukraine, Brexit aftershocks, and the tensions of 10 Downing Street all together made the UK economy suffer, which is […]
After passing through a terrible year, Europe enters a difficult transition period in 2023. While the world was preparing to celebrate the victory over Covid-19 and a new beginning and analysts were discussing different possible recovery shapes, President Putin entered the world into a new and historical period by attacking Ukraine. However, along with the […]
China finally eased its covid policies in December 2022, after the protests of the protesters as Covid-19 lockdowns halted industrial production and disrupted supply chains, which directly have been affecting the life quality and families’ income in China. However, a smooth shift away from “zero-covid” policies will be tricky. Fast reopenings and avoiding restrictions can […]
To see what we should wait from the US economy, we must watch the Fed and the US government’s monetary and Economic policies. About the Fed, it is expected to raise the rate by another 50 basis points before going on hold till the end of the year. With 25 bps in February and another […]
