Global

When The Levee Breaks

  • As Led Zeppelin sang back in the day: "when the levee breaks, mama, you got to move".

  • The inflation levee has broken and investors need to move as macro volatility falls, the USD rolls over and 2023 beckons

  • A more stable 2023 approaches with potential supports from Ukraine, EU energy and China adjusting Zero Covid.

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Jay Pelosky @ TPW Advisory
November 11th, 2022
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