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Eswar Menon, Founder - Harper Capital Management, asks investors to watch out for:

US inflation numbers
The Russia-Ukraine war
China's latest COVID lockdown
Consumer spending given high infation

US Q1FY22 earnings are expected to be robust, but these could be tempered by a slowdown in consumer spend on inflation expectations.

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Eswar Menon, Founder - Harper Capital Management, asks investors to watch out for:

US inflation numbers
The Russia-Ukraine war
China's latest COVID lockdown
Consumer spending given high infation

US Q1FY22 earnings are expected to be robust, but these could be tempered by a slowdown in consumer spend on inflation expectations.