MacroBrew – 2023 Outlook: Tough Choices and Rolling with the Punches
In this episode of our Fireside Chats podcast series, we talk with Rob Subbaraman, Global Head of Macro Research, and Sonal Varma, Chief Economist India & AEJ, on the 2023 outlook.
- Recession will be moderate but potentially long-lasting, policy isn’t coming to the rescue
- Could we have a potential wave of bankruptcies?
- Will 2023 be a year of outsized rate hikes like 2022 or are we near the tipping point?
We discuss why the potential for a long recession awaits and how inflation might be more structural than we think, how Asia will possibly come out of 2023 leading the later recovery, and what black swans and grey rhinos keen readers should keep an eye on that could possibly upset the apple cart.
Listen to us on
Contributor
Rob Subbaraman
Head of Global Macro Research
Sonal Varma
Chief Economist, India and Asia ex-Japan
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