- Investors appear remarkably calm at the moment given the level of uncertainty we’re facing this year, from inflation to interest rates and even Covid, when you consider China is still embracing lockdowns.
- Throw soaring commodity prices into the mix and there’s plenty of reason to be pessimistic. But when you look at financial markets, that isn’t what we’re seeing.
- Instead, the Fed is warning of a very aggressive tightening cycle, telling us the labor market is too strong and that inflation will be under control again soon enough.
For further details see:
Week Ahead - An Encouraging Recovery