Reaction to reducing inflation figures in the US. Once this period of tightening eases then we will see a return of risk appetite and stocks will be king again. For Australia I'm tipping that they've overcooked it, although Christmas spending will skew the figures. First quarter 23 will show a sharp decline in consumer spending leading to a mini (short lived) recession. Interest rates will be on hold and then drop marginally by YE23 (just in time for Christmas spending next year) and the cycle continues

Of course there's also Ukraine - a favourable outcome against Russia will be favourable for everyone.....except Russia. Of course this is just my opinion based in nothing but gut-feel, so we'll see how well this post ages
