2023 Outlook: 3 Drivers that Set this Cycle Apart (December 5, 2022)

Lauren Goodwin, Julia Hermann, and Michael LoGalbo launch their
2023 Outlook – “Steady through the cycle: the new recession
playbook.” They discuss the 3 drivers that set this cycle apart –
stubborn inflation, policy pullback, and heightened geopolitical
risk premia – and how these shifts might also be structural in
nature.