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
Jay Pelosky

TPW Founder & Global Strategist

TPW Advisory
5 August 2022
Published byTPW Advisory


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