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A 2023 Global Macro Outlook | Alfonso Peccatiello & Andreas Steno Larsen

The Macro Trading Floor

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Macro Markets - What's Next?

The big picture is that the global economy will keep slowing down pretty aggressively. The social intent in China is to reopen the economy, which means nominal spending is going to go up. You're basically going to have a rally in cyclicals, probably a rally in commodities,. A rate selling off would be counterintuitive to the big picture scenario we discussed before.

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