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2022’s losers are the winners so far this year

It’s Fed week. Strength: 2022’s losers are the winners so far this year. Weakness: Consumer credit is expanding. Opportunity: many areas are looking strong all at once. Threat: the Fed’s action has been flowing through to consumers…and Washington.

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It's Fed week. Strength: 2022's losers are the winners so far this year. Weakness: Consumer credit is expanding. Opportunity: many areas are looking strong all at once. Threat: the Fed's action has been flowing through to consumers...and Washington. [embed]https://open.spotify.com/episode/3xZ1DTs0lHpHsC2BBdqtsk[/embed]

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