ZHDG - Q1 2022 Review And Outlook

• Inflation expectations have kept the Federal Reserve center stage as they commenced their interest rate rising cycle in March.
• The war in Ukraine and Omicron’s spread in China impacted inflation and supply chains differently, but both delay supply chain normalization.
• Regardless of the war’s length, the Fed has indicated they plan to continue raising interest rates in 2022 and 2023.

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