- The stock market correction is coming from real uncertainties in the market, that is the Ukraine invasion, which will have serious ripple effects on the global economy.
- Commodities could fly, together with logistics, which are already costing a lot, which are all already being pushed upwards by inflation, which hawkish banks are tackling.
- Hawkish attitudes are probably a good thing for the markets, as inflation is more scary than higher debt costs, and capacity is expanding so the supply side should alleviate issues.
- The question of 'long-term' depends on the geopolitical elements, which are impossible to predict. So consolidate your investments into defensive quality picks at discounts where possible.
For further details see:
Will The Stock Market Crash Be Short Term? Yes, Unless Russia Invades Ukraine