Hi all
I would like to ask where does the sub think we will be at 2023 year end in terms of SP500. I’m not asking this in order to make any decision.
I just would like to know your thoughts and your top 3 drivers leading to your estimation
I go first – 3500-3700
1) UA-RU protracted conflict with no end in sight. CN to make a general approach for a ceasefire although not consequential
2) Inflation slowly creeping down but too slow for there to be any real major en pivot (if no liquidity crisis takes off)
Thanks !
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