Macro Outlook for 2022

/ December 17, 2021

It’s not an exaggeration to say that the raging debate about whether inflation is transitory or persistent is the most important “opinion exchange”, at least for market participants.  Of course, this assumes China doesn’t invade Taiwan, and that Russia doesn’t attack the Ukraine, and Omicron remains highly transmissible but not very virulent. 

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Growth Stock Relative Performance

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Last week’s EVA pointed out the considerable damage that has occurred below the placid surface of the US stock market.  It also urged taking advantage of the stealth sell-off, particularly with regard to those market segments of a more cyclical nature.

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