Joining us today for a look at the global markets and what to keep an eye out for in 2023 is Jurrien Timmer, Director of Global Macro. Today with host Pamela Ritchie, Jurrien touches upon many topics including inflation, the bond market, value versus growth, and China. Jurrien believes we won’t dip into a recession unless the consumer stops spending and people start losing jobs. He says if it does happen, a recession will come in the second half of the year. He adds the energy sector will continue to be a secular outperformer as well as commodities in general.

Recorded on January 3, 2023.

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