Strategy Note /

Thrashing About

  • Cross asset market action resembles an animal caught in a trap, thrashing about or alternatively a game of pin the tail

  • Market attn has shifted from inflation myopia to recession obsession resulting in some wild market moves on peak Fed

  • One area of calm - the earnings outlook - which remains robust given pricing power in a high nominal growth environment

Jay Pelosky
Jay Pelosky

TPW Founder & Global Strategist

TPW Advisory
24 June 2022
Published byTPW Advisory


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