The beauty of time off from work is the opportunity to reflect on the big picture. For us at the Lead Left it means moving beyond 2022 rates and recessions to a thoughtful consideration of what comes next…

▶︎ Read Jan 16 2023 newsletter: here

▶︎ Chart of the Week: here (by Nuveen, Bloomberg)

(Any “forward-looking” information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition Past performance is no guarantee of future results. Investing involves risk; principal loss is possible.)