We discuss the Fed's hawkish pivot and whether it is rooted in reality or an effort to use its words to convince the market it is serious about inflation. We also look back to prior tightening cycles as a frame of reference for potential equity market weakness, as well as exploring the omicron variant's effect on society, supply chains, and the economy more broadly.
Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.