Stranger Things: Macro & Market Outlook 2022
2022 Macro & Market Outlook
Portfolio strategists offer a refreshingly different take on inflation, interest rates, valuations and the most recent comments from the Federal Reserve.
- Peak inflation fears may be overblown.
- The Fed’s tapering isn’t the same as tightening,
- Valuations are only an opinion.
- US stocks may still have more room to run.
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