What I Care About This Week | 2021 Nov 29

Covid is back in the news, so I spend some time looking at the implications of an omicron wave (it isn't straightforward). There are also a couple of stories that aren't getting much attention that investors should watch.

What I Care About This Week | 2021 Nov 22

The debt ceiling is in the news (again), retail sales show strong consumer spending, the Biden administration nominates Powell for a second term as Fed chair, tapering may move quicker than expected, and I up my timeline for a market repricing.

With the Federal Reserve removing support from markets and inflation heating up, many are wondering if a correction is looming. Download our 2022 Outlook for our insights on what is next.
Are markets due for a correction?