Strategy Note /

Wednesday, March 16th Was A Very Big Day

  • Wednesday swept away uncertainty in 3 key areas: China's market policy, Fed rate cycle outlook and ceasefire in Ukraine

  • China has chosen growth, financial markets and foreign investors - it saw what "uninvestable " did to Russia in 2 weeks

  • Areas of opportunity include Europe from both a tactical & strategic POV, Hi beta thematics, China and gold

Jay Pelosky
Jay Pelosky

TPW Founder & Global Strategist

TPW Advisory
18 March 2022
Published byTPW Advisory


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