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
Jay Pelosky

TPW Founder & Global Strategist

TPW Advisory
25 March 2022
Published byTPW Advisory


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