Investing During Stagflation
A resilient U.S. economy continues to defy growth skeptics, while keeping price pressures due to a lack of labor and oil supplies across the western world. In this week’s market update, we are going to provide an update on the current stock market correction, how much downside we see and what areas of the market, we believe, remain resilient in a tough tape. Also, we are going to discuss the impact of higher rates, stubborn inflation and resilient nominal growth on asset allocation and the lessons that history may provide on how to position portfolios going forward.
Key Takeaways
- Watch out for weak areas of the market… more distribution needed
- Oil breaking above key resistance – stay focused on the trend
- 5.25% remains a key target for us on the 10-year treasury yield
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