2022.03.21 Weekly Note

UPDATES/REFLECTIONS:

It’s been a fairly solid start to the year with my weekly views playing out as well as I could hope for…

NEWSFLOW

The global economy’s growing risks: stagflation, refugees and lockdowns (FT) This was supposed to be the year the world economy recovered from the shock of Covid-19. By the end of 2022, official forecasters expected the US, European and Chinese economies almost to have returned to the paths they were cruising along before the pandemic. Other emerging economies were lagging behind, but they also expected to be growing at rapid rates and slowly getting back to normal…

LAST WEEK’S ACTION

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