3 Major Market Themes (and Potential Winners) for 2022
It remains vital that market participants stay sharp and keep tabs on major themes that could sway asset prices over this calendar year.
Last year, risk assets didn’t seem to have a care in the world.
Roaring inflation? No worries.
Central banks pulling back stimulus? So what?
Delta and Omicron variants? Life goes on.
1) Stubborn Inflation
US: fastest inflation since 1982
UK: fastest inflation since 2011
Europe: record high inflation!
Potential winner:
Gold
2) Fed rate hikes
As things stand, the Fed has indicated that they could hike rates 3 times in 2022.
Potential winner:
US Dollar
3) New Covid variant?
We’re entering the third year in this battle against Covid-19. So far, the global economy seems resilient enough to weather the Delta and Omicron variants.
Potential winner:
Swiss Franc
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