Strategy Note /

Growth Beckons

The inflation, stagnation, recession drumbeat sounds like irrational pessimism - stocks, bonds, comm are saying growth
2022-23 DM Growth will be above pre Covid trend along with negative real rates & yet US /EU EPS estimates = single digit
Listen to Mr. Market; Covid's ebb matters more than Russia's invasion; favor European, thematic, Chinese stocks & gold

Jay Pelosky

TPW Founder & Global Strategist @ TPW Advisory

25 March 2022

Published byTPW Advisory

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