GDP decline in Q1 2023. Deterioration of leading indicators. Recession inevitable in H2 2023? Consumption slows down. Inflation under control? End of monetary tightening looms. Weakening of the dollar. Opportunities in capital markets. Positive outlook for equities.

Key points

• Strong Q3 GDP before a year-end dip
• Is recession inevitable in 2023?
• Slowdown and moderate recession in H2
• Leading indicators deteriorate further
• Inevitable slowdown in consumption
• The end of monetary tightening is in sight
• Is inflation finally under control?
• Opportunities in the capital markets
• Dollar set to weaken
• Positive outlook for equities in 2023

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