- US barely avoids recession, slow growth for H1, back to normal H2. NBER announces no recession in 2022.
- Inflation normalizes at 4%, Fed pivots despite prior denials. Market trades sideways to slightly higher by EOY 2023.
- Robotaxis become common in 10 cities around the southwest between the top ~4 competitors, but revenues are lower than expected.
- Continued consolidation amongst the AV component suppliers
- DeSantis, Pence, Christie, Hutchinson, Hogan enter the Presidential race. DeSantis ends up being weaker than expected, and is in a close #2 with Trump by the end of the year against a split field.
- Trump recovers in GOP primary polls after DOJ indictment
- Biden announces re-election bid, met with token opposition from Nina Turner
- McCarthy narrowly wins speakership, House investigations end up a dud.
- Another fusion breakthrough (higher Q than expected) EOY 2023
- Tech job market normalizes at 2018 levels instead of 2021 levels in the second half of 2023.
- US barely avoids recession, slow growth for H1, back to normal H2. NBER announces no recession in 2022.
- Inflation normalizes at 4%, Fed pivots despite prior denials. Market trades sideways to slightly higher by EOY 2023.
- Robotaxis become common in 10 cities around the southwest between the top ~4 competitors, but revenues are lower than expected.
- Continued consolidation amongst the AV component suppliers
- DeSantis, Pence, Christie, Hutchinson, Hogan enter the Presidential race. DeSantis ends up being weaker than expected, and is in a close #2 with Trump by the end of the year against a split field.
- Trump recovers in GOP primary polls after DOJ indictment
- Biden announces re-election bid, met with token opposition from Nina Turner
- McCarthy narrowly wins speakership, House investigations end up a dud.
- Another fusion breakthrough (higher Q than expected) EOY 2023
- Tech job market normalizes at 2018 levels instead of 2021 levels in the second half of 2023.