Weekly Commentary | May 1, 2022
Macro Picture
We just endured our fourth consecutive week of losses as earnings growth fears, geopolitical issues, and macro concerns loom over investors' minds. Inflation and rates remain top of mind as it appears inflation may not peak until this summer. The 10-year yield moved back to 2.90% and the VIX hit 30 this week. Oil was up $5 to $106.60.
The…
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