Newsletter: April 2022

Macro Overview   The Russia-Ukraine war has intensified inflation expectations due to the threat of global supply chains which are expected to be impaired for an extended period of time. Supply chain issues were already wreaking havoc on global manufacturing,...

Newsletter: March 2022

Macro Overview Geopolitical rifts emulating from the Russian invasion of Ukraine roiled financial and commodity markets globally as uncertainty arose surrounding the extent of the conflict. Ramifications from the conflict could take months or longer to unfold, as...

Newsletter: February 2022

Macro Overview Market dynamics are shifting as the Federal Reserve outlines its execution of ending monetary stimulus in order to squash inflationary pressures. Analysts and economists are expecting market volatility to continue as the Federal Reserve prepares to...
Facebook
Twitter
LinkedIn