Strategy Newsletter – 2nd Quarter 2022
Take a snapshot look at the economy in Marcum’s Strategy Newsletter. In this newsletter, we provide high level analysis of key factors affecting markets including equity, fixed income and real estate. With accompanying graphs and metrics, this newsletter is a great way to stay informed on the latest market trends.
In This Edition:
- Inflation and geopolitical risks take center stage for the economic outlook.
- Earnings expectations continue to increase despite the macro backdrop.
- The Fed raises rates for the first time this cycle.
- Will higher mortgage rates slow home price gains?