Great article I'd recommend reading - Interest rates vs. earnings in 2023 - by Joachim Klement (substack.com)
Varying by Degrees: Fire & Ice 2.0 | Man Institute | Man Group
We've been in Fire and then disinflation since the new year?
US December PCE Data - US Nominal Employee Compensation
This is the total amount of income US-domiciled workers are receiving from the labour market. This slowed significantly in December (with a downward revision to November data), by -1.2% to 4.0% on a 3 month annualised basis. The 3 month annualised figure is now less than the US Federal Funds Rate. In the past, the US economy has been in or very close to a recession when this occurs.
Visual Capitalist have put together an interesting series of predictions for the year ahead, drawn from “500+ articles, reports, podcasts, and interviews” and displayed as an infographic (NB: more dots == more predictions)
Of course, and especially based on the last few years, no one really has any idea what’s going to happen over the next 12 months so file this under list of things that are mostly incorrect in 12 months time :)