Research and Markets: “China and Energy Prices will be the key Drivers of Financial Markets in 2023”, JP Smith, IRF

IRF represents high-quality and differentiated Independent Research and Alternative Data Providers. This is the fourth episode of the IRF Research and Markets Podcast series, available on Apple, Spotify and Google.

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In this edition, experienced market practitioner JP Smith reviews the analysis and views of some key IRF Providers focusing on the outlook for energy prices, bonds and equities in the light of recent developments in China and the conflict between Russia and the Ukraine. 

 

This episode includes: CrossBorder Capital, Talking Heads Macro, The pH Report, Emerging Advisors Group, PRC Macro, Global Forecaster, Independent Strategy, Greenmantle, Eurointelligence, CHA-AM Advisors, Totem Macro, Variant Perception and Copley Fund Research.