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With the Fed in easing mode and US economic growth remaining resilient and even robust, we are still wondering what could possibly go wrong. We remain optimistic on the economic outlook and bullish on the outlook for stocks. We continue to monitor the geopolitical risks that might revive inflation and depress global growth. On Friday, JPMorgan Chase CEO Jamie Dimon said that these risks are "treacherous and getting worse."
In Asia, China is attempting to stimulate its economy out of a property calamity while getting more aggressive toward its neighbors in the South China Sea. In Europe, the Russia-Ukraine war is nearing its thousandth day. And in the Middle East, Israel and Iran (and its proxies) are at war. Let's briefly discuss the latest global developments:
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