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The Fed is Sticking to Higher for Longer

Real Vision: Finance & Investing

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Bracing for a Recession

I think where we are aligned is in seeing the risks of ultimately the energy shock come back to haunt us in Europe as we had earlier in the year. China's reopening or abandonment of COVID-0 has coincided with the cold snap that we're having across winter. Yeah, there seems to be perhaps an economic war taking place rather than a literal war because at least as it relates to China and the West,. We've caused the situation in the Ukraine is ongoing. I am expecting house prices to come off in the next year, just to wrap things up. The classic 60-40 portfolio of stocks and bonds is having its worst performance in 100 years, already down 34%. Financial institutions

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