May
02

Consistent Concerns

Looking out six to 12 months, the biggest concern I have is commodity inflation including energy, food, and metals. Next on the list is the tight domestic labor market and the continual wage inflation it generates. Third, the steady rolling lockdowns occurring in zero-Covid policy China that will badly mess up supply-chains and add to inflation. Last is the Russian/Ukrainian war and the recessionary threat it poses to Europe.

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