Macro Insiders: In Focus from Julian – The 2022 Rollercoaster

The Fed has retired transitory, employment is booming, wages are rising, supply chains remain disrupted. The inventory cycle is young and Omicron outcomes are better than feared. Is 2022 the year of normalisation? Be careful what you wish for (financially speaking). Normalisation will end the abnormal return trajectories of CV-19 and QE affected assets. Let the rollercoaster ride begin.

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