SSO - The Week Ahead: Geopolitics Takes Center Stage

• The Russia-Ukraine conflict will not derail the economic expansion or bull market.
• Investors will soon refocus on Fed policy and inflation.
• I see 5-6 rate hikes of 25 basis points in 2022 and inflation falling to better than half of 7.5%.
• Corporate earnings estimates for the S&P 500 are too low for the first quarter of this year, which should be a positive catalyst moving forward.

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