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Markets finished 2023 on a high note following a surge in November and December that took North American equity indices close to all-time highs. The mood was starkly different on December 31st versus October 31st as investors began to believe that central bankers had reached the top of their interest rate tightening cycle.
Key Insights:
- Equities end the year on a strong note
- Bond prices rise as buyers are willing to pay up for yield
- Central bankers expected to begin lowering rates soon
- Economists are split over recession or not
- Geopolitical risks abound as the US political circus gears up
Please find our full newsletter below.
