David Osman of the IRF is joined by Ron William, the Founder of RW Advisory to discuss the performance of the US dollar in 2022 and indicate how he expects it to perform against other major currencies in 2023.

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Ron compares the similar trends in the US and UK government bond markets and points out the implications for both interest rates and bond yields in 2023.

With respect to the world’s major stock markets, Ron contrasts the remarkably different trends in the US S&P 500 Index and the UK FTSE 100 Index and assesses how both markets could perform in 2023. With regard to the Emerging Markets, he highlights two of the stock markets that are likely to do well in 2023. Ron also assesses the trend in the gold price and compares the prospects for gold in 2023 with the outlook for the price of silver.

Looking further ahead, Ron discusses the importance of the 45-60 year Kondratieff Cycle. He explains that we are now in the late stage of the K-wave cycle and points out how this is expected to influence the world’s financial markets in the years ahead.

RW Advisory specialises in blended, top-down, semi-discretionary analysis, driven by cycles and by proprietary timing models. Ron is a market strategist with over 20 years of experience producing macro research and trading strategies for leading economic research and institutional firms.