Weekly Market Commentary

This week, the Federal Reserve Governor Lael Brainard called the task of reducing inflation pressure “paramount”. We understand the supply chain issues are easing, but the recent continuous lockdown in China is not helping. War in Ukraine continues... These factors are all taken into consideration when the Fed meets in May to announce where U.S. interest rates will be in the near term. We remain optimistic the Fed will do its best to avoid a U.S. recession. These thoughts are discussed in more detail along with how they impact our investment strategies in this week’s notes. Click here to read the full report.