We don't spend a lot of time looking at the macro and are rather following a bottom-up-long-term oriented investment strategy but below are a few 2023 Market Outlooks that might be of your interest:
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- [2023 Market Outlook: Stocks Set to Fall Near-Term as Economic Growth Slows](https://www.jpmorgan.com/insights/research/market-outlook) - explore key economic and asset class forecasts from JPM.
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![image](https://cdn.commonstock.com/b587c3e54b0db828c329c8868fa54ee6b43406ff1dc035ef9e4ada116fcaeb1e-655x594.png?fit=max&auto=format&w=704)
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- [2023 Global Outlook](https://www.blackrock.com/corporate/literature/whitepaper/bii-global-outlook-2023.pdf) - a new investment playbook by BlackRock
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![image](https://cdn.commonstock.com/98d99db83811a92d915f57e387c0b5ffdad2760767f73fdf089de57cd4a65823-704x498.png?fit=max&auto=format&w=704)

- ​Morgan Stanley 10 Big Themes - from Macro to Micro

![image](https://cdn.commonstock.com/faceb88d9437532a5a888ed696fc5b6049ae33b666484d89ad8906f361da52d2-1170x639.png?fit=max&auto=format&w=704)

Some awesome stuff shared here, thanks SLT! Where did you get the Morgan Stanley themes from?

Undefined

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https://www.blackrock.com/corporate/literature/whitepaper/bii-global-outlook-2023.pdf

BlackRock Corporate Website | BlackRock

See how markets will play out against a challenging macro backdrop. Here's the outlook for stocks, inflation, the economy and more. Is a recession still coming?

https://www.jpmorgan.com/insights/research/market-outlook

Mid-year market outlook 2023

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