Weekly Market Commentary
By Andrew Tang
Notes for the Week of May 2, 2022
This week, we dive deeper into the U.S. GDP data for the 1st quarter of 2022. We continue to remain cautious as all eyes are on the Fed raising rates, tightening progress, and inflation data. As iterated in the past few weeks, we are greatly reducing non-US equities due to sanctions imposed on Russia by the U.S. and Europe, as well as the enormous number of refugees that the region is dealing with. These thoughts and much more are discussed further in this week’s notes. Click here to read the full report.
To see Andrew's video version of this weeks notes please click here
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