IPE Quest Expectations Indicator - January 2023
Better air defence and the ground freezing over are steadily improving the outlook for Ukraine’s forces, now locked in stalemate. A series of blunders haunts US Republicans in general and Trump in particular. If Biden’s stimulus package is enacted, it will counteract Fed policy, possibly prolonging the series of interest rate increases. The EU seems to have bought too much gas. It has agreed to take border measures against some products from climate change laggard countries.
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IPE covers a good variety of very current and relevant topics. It is good to read the high-level, independent and objective perspectives from pension funds in other European countries; many of them are dealing with the same issues as we are, so it is interesting to learn from their experiences, especially when they are ahead of where we are on the curve.
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