Amit Mehta and Hemant Kotak reflect back on 2022 and the key macro events.

We refer to the following article where many of the 2022 non consensus views were set out...https://kolytics.substack.com/p/rhythm-of-financial-history2

Importantly, we then discuss the macro set up going into 2023 and what to expect for the year ahead.  Once again cautious approach appears warranted in what may prove to be another turbulent year.

Happy New Year!