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Headwinds Abound, Building a Wall of Worry; Tailwinds To Emerge Later This Year

Source: Investment Team
Publish Date: Apr 26, 2022
The headwinds that we discussed last quarter continue to pressure risk assets, but with even more force than we initially anticipated, as a result of several new developments. However, we expect these headwinds to continue into the summer months before beginning to dissipate, and then eventually yielding to tailwinds that could drive the next upward move for stocks.

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