David Osman of the IRF is joined by Ron William, the Founder of RW Advisory to discuss the performance of the US dollar in 2022 and indicate how he expects it to perform against other major currencies in 2023.
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Ron compares the similar trends in the US and UK government bond markets and points out the implications for both interest rates and bond yields in 2023.
With respect to the world’s major stock markets, Ron contrasts the remarkably different trends in the US S&P 500 Index and the UK FTSE 100 Index and assesses how both markets could perform in 2023. With regard to the Emerging Markets, he highlights two of the stock markets that are likely to do well in 2023. Ron also assesses the trend in the gold price and compares the prospects for gold in 2023 with the outlook for the price of silver.
Looking further ahead, Ron discusses the importance of the 45-60 year Kondratieff Cycle. He explains that we are now in the late stage of the K-wave cycle and points out how this is expected to influence the world’s financial markets in the years ahead.
RW Advisory specialises in blended, top-down, semi-discretionary analysis, driven by cycles and by proprietary timing models. Ron is a market strategist with over 20 years of experience producing macro research and trading strategies for leading economic research and institutional firms.
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"Global Investing at a Time of War", David Murrin, Global Forecaster
“Global Financial Markets: Recent Trends and Future Prospects”, Ron William, RW Advisory
“Sustainable Investment Opportunities and Risks in 2024”, Lenka Martinek, Sustainable Market Strategies
“The Outlook for the US Economy and Financial Markets in 2024”, Brian Pellegrini, Intertemporal Economics
“The Outlook For World Commodity Prices”, Jeffrey Christian, CPM Group
“Latin American Politics: Navigating The Rapids”, Marcos Buscaglia, Alberdi Partners
“Japan: Back in the Big Time?”, Ryoji Musha, Musha Research
“The Global Financial Markets in 2023 and Beyond”, Ron William, RW Advisory
“ESG Investing: Pitfalls and Potential Opportunities”, Lenka Martinek, Sustainable Market Strategies
“A Diabolical Mechanism”, Mark Latham, Commodity Intelligence
“The Outlook for the Turkish Economy and Financial Assets”, Michael Harris, Cribstone Strategic Macro
“US Economic Policy: Teetering on an Inflationary Equilibrium”, Brian Pellegrini, Intertemporal Economics
“The Outlook for the UK and US Economies and Financial Markets”, Helen Thomas, Blonde Money
“Approaching a Tipping Point for Growth and Inflation Expectations”, Patrick Perret-Green, PPG Macro
“Canada: On Course for a Soft Landing in 2023/24?”, Ben Rabidoux, North Cove Advisors
“Navigating the World with an Inverted Yield Curve”, Michael Churchill, Churchill Research
Research and Markets: “Buckle up for an Increase in Volatility”, JP Smith, IRF
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