Friday Apr 15, 2022

12 Apr 2022 outlook: US Inflation to abate heading into 2023

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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