The investing world seems highly uncertain these days. Investors are understandably having trouble balancing earnings, the Fed, fiscal policy, inflation, economic growth, disease control, and geo- and US politics.
However, there appear to be two relatively certain events central to our current portfolio positioning: 1) the Fed will continue to tighten monetary policy and 2) earnings will continue to decelerate.
The post The Only Two Certainties For 2H22 appeared first on ETF Trends.