In this podcast [42 min - Language: Danish], Insightview has invited Bo Overvad to discuss the past year - and what will come in 2023. Bo, who is associated as the chief economist at HC Andersen Capital, has more than 35 years of experience in the pension sector and the asset management industry.
We discuss inflation, interest rates, and stock markets. Furthermore, we discuss whether monetary policy is headed towards normalisation, where the "new normal" is higher interest rates. We are also discussing whether the energy crisis has made the EU's hypocrisy highly visible, as the need for energy has now replaced human rights as the main priority.
Unfortunately, we don't have time to discuss Insightview's prediction of a dramatic reversal of the Bank of Japan's monetary policy in early 2023 [read today's Nikkei Asia article, BOJ shocks markets with surprise widening of yield target band]. You can read more about that and other predictions in the Insightview article, The 2023 Global Economic and Financial Outlook, published on December 7, 2022.
Music: Melodyloops, 'Documentary' – by SnowMusicStudio https://www.melodyloops.com