Flat financial markets for the first few months of 2023 belie the turmoil beneath the surface: sharp rises in interest rates are taking their toll on the banking sector, which could cause central banks to pause rate rises while they assess the damage.
Does this change where we can expect interest rates to peak – and what are the implications for the widely-anticipated global recession?
Join Guy Monson for his latest six minute strategy update on portfolio strategy and the outlook for global markets.
