Covid-19

2022 Q1 January Quarter Review

  • Russian invasion of Ukraine a dominant theme.

  • Inflation continues to rise in US, leading to consumer pessimism.

  • US Fed Reserve increases interest rates, with more increases to follow.

  • RBA continues to wait and see on inflation.

  • Global sharemarkets poor in Q1.

  • Australian sharemarket resilient, while bond yields spike.


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Stocks, Sectors and the Economy

The economic devastation in contrast to the stockmarket racing higher may seem perverse, but it’s not necessarily wrong. Some companies and sectors aren’t even affected. They have global operations and revenue pouring in from various jurisdictions where things are looking better.

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