In this episode of The Portfolio Fix, Marco Bravo details why AAM believes future Fed rate hikes of at least 100 basis points are likely and Patrick McGeever provides his views on why the natural gas situation in Europe is likely to be a headwind again in 2023.
Sources: Bureau of Labor Statistics, The Federal Reserve, Bloomberg, IMF
This episode of The Portfolio Fix was recorded on November 3 and November 18, 2022. Any timely data or views should be considered as of this date unless otherwise specified.
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