Viewpoints by Eric Theoret, CFA, CMT, at Manulife Investment Management
Eric provides global macroeconomic and financial markets research for the multi-asset solutions team. Prior to joining the firm in 2020, he worked at Scotiabank Global Banking and Markets as a director of foreign exchange strategy, a role in which he covered currencies of the G10 countries, with a primary focus on the Canadian dollar. Previously, Eric was at BMO Capital Markets as an analyst in corporate lending and, earlier in his career, he worked in foreign exchange reserve management at the Bank of Canada and prime brokerage at Scotiabank. He holds the Chartered Financial Analyst and Certified Market Technician designations.
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2023 Q1 Global Macro Outlook—The Year Ahead
We expect 2023 to be a year of two halves: H1 could be defined by a material slowdown in growth as the effects of aggressive monetary tightening kick in, while H2 could see an easing in macroeconomic conditions. Read our economic growth forecast for 2023.
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Q4 2022 Global Macro Outlook
Rising inflation, enduring supply chain disruptions, and rising uncertainty—hardly a strong start to 2022; however, our macroeconomic strategy team believes that global growth prospects will become brighter as the year progresses.
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