Midyear Macro Recap 2022
We've just closed the first half of 2022 and what a year it has been in the markets!
We've broken records across Equities, Bonds, and even Commodities but, almost none of them in a good way. We've seen one of the worst sell-off's on record for almost every asset class, in the US and across the Globe.
While none of this is good news, I always believe in learning from history. How can you know where we are going, if you don't know where we've come from.
Let's look at what we've seen in the First Half of 2022 in terms of Macro. I will do another post on asset classes - stocks, bonds and commodities - so we can catch up on where they've been.