Oct 06, 2022 | Kelly Bogdanova & Tylar Lunke
Listen here (approximately 10-minute duration).
For additional resources, please see this article.
Analysis
The Fed’s actions have amplified uncertainty and pressure on stock markets. We examine the recent weakness and what it implies for coming quarters.
Geopolitical conflict and an energy crisis dominate an environment of unusually high uncertainty.
Post-pandemic activity is surprising to the upside, and we think more is in store for the economy.