Strategy Note /
Global

The Fog Lifts

  • 2022 will be a year of clarity as Covid fog lifts & a synchronized global expansion takes wing.

  • High nominal growth and sustained negative real yields across Dev Mkts will support earnings & underpin risk assets

  • Peak Fed hawkishness could lead to peak USD which in turn could catalyze non US equity & commodities . OW stocks & Comm.

Jay Pelosky
Jay Pelosky

TPW Founder & Global Strategist

TPW Advisory
8 January 2022
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