This week we discuss about deteriorating economic fundamentals clashing with some positive, incongruent data. Either way - with a recession or better data than expected - equity markets look doomed in early 2023. Cryptocurrencies instead seem to be coming out of the worst period of losses in history, with investors ready to move on. Longer dated government bonds look compelling, but short-dated ones not yet.

The full insights can be found on www.monetharia.io/blog