TMS Insights Jan 2022

18 January 2022

Jeremy and Ben are working from home again in 2022. They provide us with an update on the consensus view on US bond rates and what this could mean for markets in 2022. The expectation now is for up to 4 rate rises in 2022 and we have seen this playing out in growth assets. They discuss China’s bumper GDP numbers and their zero covid stance, which is further affecting supply chains globally. Stocks discussed include WES, CSL and SYD.

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