“Industry Perspectives” 1Q 2022

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Read our view on the economy and key drivers of change in the global equity markets.

Date Published:
April 2022



A number of existing issues continue to weigh on markets, including the extraordinary monetary and fiscal stimulus measures taken to boost the economy amidst the COVID pandemic, as well as new issues such as the war in Ukraine. Disruption from the war and sanctions on Russia will exacerbate the supply-side inflationary problems worldwide in the near-term. However, the labor market remains strong, as are consumer balance sheets, and there is still a lot of pent up consumer demand for a range of products and services.

In this latest Industry Perspectives, we discuss:

  • Resurgent variants of COVID and the war in Ukraine have added to the existing uncertainty in the markets, buoyed by an inverted yield curve signaling a potential looming recession.
  • However, the labor market remains strong, as are consumer balance sheets, and there is still a lot of pent up consumer demand.
  • The Federal Reserve will try to manage a soft landing, bringing inflation under control with as little damage to the economy as possible.

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