Q4 2022 Review – Unconditional Tightening
It was a challenging financial year (particularly the second half) as investors had to grapple with a war on Covid, a war in Ukraine, and now a war on inflation. The inflation genie is out of the bottle, and central banks have a job to orchestrate a soft economic landing by making necessary adjustments to remove excess liquidity and emergency interest rate settings so supply can catch up to demand…. Continue through to the full report here.