Outlook

As we look back at our best and worst calls of 2022, it seems like an opportune time to reassess the market's behavior and our own understanding of it. Despite some predictions being correct, we wish we were more emphatic about others.

The Fed stuck to its higher-for-longer stance, with Chairman Jerome Powell reiterating that taming inflation remains a priority, while Chinese markets rallied after easing of their strict 'zero Covid' policy.

Homebuilders curtail their operations with weakening earnings prospects

What is behind the UST market's odd response to the Fed meeting?

The bond market is more dovish than the Fed

The financial markets are complex systems

Inflation remains elevated and economic growth expectations are subdued

The focus on a potential recession is taking a toll on CEO confidence

Monetary policy tightening is continuing to erode demand

Prices are unlikely to decline substantially in the near future

Economic conditions matter for cloud computing companies