Altogether, we collected more than 40 predictions about 2022. Together, they offer a smart composite look at the things we’re likely to be talking about by this time next year.
The balance of our unexpected risks may skew to the upside in 2022. Despite the strong year for stocks in 2021, markets have confidently priced in some negative trends gathering more momentum in 2022 that may help the market should these trends reverse.
Inflation vs. deflation – while headlines get filled with “inflation” concerns, historical data shows “deflation” remains a threat.
In today’s constantly recalibrated world, a five-year investment horizon might seem too long a view. But not to Northern Trust’s Executive Vice President and Chief Investment Strategist Jim McDonald, who delved deeper into the bank’s recently released five-year forecast, noting that although these findings will be more targeted this year and next, the big picture provides investing context, especially post-pandemic.
Supply chains typically aren’t something the average person needs to think about too much. When they’re working, these high-tech, globalized networks of parts suppliers, assemblers, shippers, and distributors allow companies to make and move goods around the world so quickly and cheaply that it’s tempting to take them for granted. That is, until a pandemic hits and exposes the fragility of this whole enterprise. So, the question now is what — if anything — can the average shopper or investor do in response?
Of all the fears investors have faced over the past 30 years, high inflation wasn’t among them. In 2021, that’s changed.
In the final months of this year, we expect the U.S. Federal Reserve to begin scaling back some of the extraordinary stimulus measures launched last year in the early stages of the pandemic. Although the Fed chose not to break any news about its first move at the September 2021 meeting, we already know the initial step. The central bank will begin by reducing, or tapering, the pace of its bond buying.
This week marks the beginning of the endgame in Washington, D.C., as Democratic Party leaders seek approval for a multitrillion-dollar legislative agenda while — at the same time — attempting to avoid an ugly battle over the U.S. debt ceiling and a potential government shutdown.
Recently, Ark held its latest quarterly webinar reviewing performance and highlights of the previous quarter, where CEO and Chief Investment Officer Cathie Wood and fund managers offered their analyses of the recent past and outlooks for the future performance of their funds as well as the broader economy and market and selected industries.
In a keynote address recently, Siegel shared his thoughts on the state of the markets and the economy. Here are the top 10 predictions he made for the economy.