Strategy Note /

Never Before Seen

  • Never before have 140 Govts agreed to focus on a single issue ( climate) and to invest accordingly.

  • Omicron is transmissible & mild - it may bring the onset of endemic rather than pandemic Covid. Fed risk is in the price

  • 2022 sets up as a year of good growth and declining inflation. High nominal growth & negative real rates support risk

Jay Pelosky
Jay Pelosky

TPW Founder & Global Strategist

TPW Advisory
23 December 2021
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