November 29, 2022 – FS Insider speaks with the well-known strategist Felix Zulauf, head of Zulauf Consulting, to get an update on his macro outlook for the markets and the global economy. When we spoke with Felix last December, he had a high conviction call that US stocks were in the process of putting in a significant peak and would likely decline around 30% in 2022, which is exactly what happened. Today, Felix updates listeners on where he thinks the stock market is likely to head in 2023, which sectors and asset classes are likely to lead, and how this is tied to central bank monetary policy, China, and much, much more.
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