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\n\t\t\t\n\t\t\t\tNew Year Briefings: 2023\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tDecember 21, 2022\t\t<\/span>\n\t\t\t\t\n\t\t\t1 Comment\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t

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In 2022 we observed lower valuations across global markets and asset classes. The catalysts of this dynamic can be attributed to the fears of global recession, higher global inflation, strengthened USD, and higher cash rates. As these dynamics continue to build through the end of 2022, investors will continue to be faced with nuanced headwinds throughout 2023 but will have<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t

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\n\t\t\t\n\t\t\t\tUS Macro Crunch Time\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tAugust 17, 2022\t\t<\/span>\n\t\t\t\t\n\t\t\tNo Comments\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t

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In our beginning of the year outlook for 2022 we had pure conviction that US consumer price levels would remain elevated with reduced acceleration (relative to 2021), and the supply chain crisis would assume to ease thought this year. Plainly, we still stand on our conviction. We did estimate that we would see tightening labor conditions within the US economy<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t

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\n\t\t\t\n\t\t\t\tCredit Market Mania & Inflation\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tJune 5, 2022\t\t<\/span>\n\t\t\t\t\n\t\t\tNo Comments\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t

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As the recent developments of financial markets playing accordingly to our initial projections, such as the 14% drop in the S&P 500, the 24% drop in the NASDAQ 100, the 9.7% drop in the Dow Jones, the Fed’s moderate normalization policy, and unwinding liquidity in the digital asset class, the commodity markets outperformed our consensus. We attribute this performance in<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t<\/div>\n\t\t\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Welcome To Gumbeaux Capital!About UsLeverage Our Capabilities Gumbeaux Capital utilizes our unparalleled expertise to deliver you proprietary insights and research that will add value to your portfolio in perpetuity. Immerse Yourself With Gumbeaux Read our macro-themed insights that will uncover our perspective on the global economy. Previous Next Services Institutional Solutions Institutional Portfolio Insights Retail Solutions Retail-Oriented Portfolio Insights Advisor […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-860","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/gumbeauxcapital.com\/wp-json\/wp\/v2\/pages\/860","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/gumbeauxcapital.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/gumbeauxcapital.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/gumbeauxcapital.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/gumbeauxcapital.com\/wp-json\/wp\/v2\/comments?post=860"}],"version-history":[{"count":5,"href":"https:\/\/gumbeauxcapital.com\/wp-json\/wp\/v2\/pages\/860\/revisions"}],"predecessor-version":[{"id":1609,"href":"https:\/\/gumbeauxcapital.com\/wp-json\/wp\/v2\/pages\/860\/revisions\/1609"}],"wp:attachment":[{"href":"https:\/\/gumbeauxcapital.com\/wp-json\/wp\/v2\/media?parent=860"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}