Are you confused by recent market volatility and abrupt change in direction from day to day?

• Recent slowdown in growth anticipated from the Omicron impact, as well as highest inflation data recorded in the last 39 years seems to have spooked investors.

  
  

• It is becoming obvious that the global stimulus provided through monetary and fiscal policies worldwide has begun to fade and economic growth is sputtering.
  

• The wealth impact that powered the world’s stock market and more than doubled the market capitalization in the US in the last year also seems to be under siege.

  
  

• While the Omicron impact will eventually be less negative than that of Delta, there will be a slowdown and maybe even add to supply chain agonies.
  

• The Federal Reserve is preparing us mentally for accelerated tapering as well as interest rate hikes in 2022 – faster than earlier anticipated.
  

  
  

• Adding insult to injury, inflation has reared its ugly head and is no longer considered “transitory.” A review of what has increased the most in price in the last 20 years is very revealing.

• Did you know TVs today are 97% cheaper inflation adjusted?

• While estimates of growth in 2022 are coming down, a 4% growth is still considered STRONG!

  
  

• After three back to back positive years in the US stock market, we remain cautious, but bullish for 2022 due to many of the growth drivers staying intact.

  
  

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