March 2023 Econ and Financial Forecast Slides

Thank you to everyone that attended the February 2023 Econ Forecast co-sponsed by the Newport Beach Chamber of Commerce and for Edwards Lifesciences for having me provide a forecast in March.

In summary, I believe we will have a recession but likely later in the year and the Fed is likely to be more aggressive than the market. We should be in for a choppy year for equity markets and a bullish year for long-term bonds. Below you can download my slides from March and watch a replay of the February forecast.

Slides here: 2023 February Econ and Financial Forecast

Video here: 2023 February Econ and Financial Forecast Recording