Mid Year Economic Market Update
After a historically challenging start to the year, join us as we provide our outlook for the remainder of the year for the economy and markets and lay out the most important risks and opportunities in the back half of 2022.
- The year has been difficult for investors, with heavy losses in both equity and fixed income markets
- The Fed has turned to a much more aggressive policy stance to combat persistently high inflation
- Supply-side challenges present risk inflation remains elevated despite Fed efforts
- Current sell-off is cyclical in nature; cyclical bear markets historically turn when Fed shifts policy stance