Strategy Note /

Coincidence? I Hope Not

Vacationing at "The Middle Way" after writing about the "middle way" path forward for months - quite the coincidence.
3 Tri Polar World keys for 2H: US inflation rollover; EU energy price path; China's ability to live with Covid
High nominal growth regime, earnings bridge, desynchronized global economy keep us constructive on risk for 2H

Jay Pelosky

TPW Founder & Global Strategist @ TPW Advisory

5 August 2022

Published byTPW Advisory

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