Panning for Gold II: US, Eurozone, China 2023 Economic Outlook
@Capital_Insights:
By Tiger Trade Asset Management Research teamRecommend to Read:Panning for gold | Part I: 2022 major global assets performances reviewSummary:US: Inflation? Recession?Eurozone: Inflation! Recession!China: Recovery? Recovery!The two main investment focuses in 2022 revolve around the Feds tightening policy due to high inflation and industry chain reorganization focusing on security caused by the deglobalisation trend. In 2023, new investment logic and opportunities will form based on the combination of these two main focuses with the economic cycles and industrial development of major economies. Since the year 2000, globalization has led to a convergence of economic cycles across regions. But in the recent years