Monthly Snapshot Dec 2023

December 31, 2023 by oneheritage

As we stand on the brink of a new year, we would like to devote some thoughts on the year that just passed. Peak central bank rates; bank failures; declining inflation; no US recession; AI obsession; return of mega-cap tech stocks; stable dollar, stronger GBP and EUR while JPY further weakens; Chinese economic problems. Some events were more predictable than others, and there were certainly a couple that we did not expect, including no US recession. 

Click Dec’23 Strategy Snapshot to read the article in full.

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