Market Ethos - The Labour Curveball


Our team absorbs a lot of different economic/market views and opinions from a lot of different sources. We also do a ton of our own analysis. To put it bluntly, 2023 is lining up to be one confusing year. Inflation, the path of central banks, the economy and, of course, how the bond and equity markets react all have very divergent views. For a more fulsome synopsis of our views, we suggest looking at our 2023 outlook (2023 Outlook: Bear Market End Game). In this report, we narrow our focus to examine how so many can be calling for a recession while companies keep hiring.

Click HERE to access the report.