Weekly Chartbook

By: Aaron Lang - Portfolio Analyst

January 26, 2022

Posted By

Market Performance (YTD)

Source: YCharts
Disclaimer: Past performance is no guarantee of future performance

What’s happened in 2022?

It’s been a tough start for equities

Especially tech stocks

And also a tough start for bonds

And volatility is rising, though from a relatively muted level

It’s been a tough couple of weeks, but also equally as strange

Okay, so why is this happening?

Momentum is slowing

And this is all happening while inflation remains high and yields continue to rise

Here’s what an optimist might say

Credit spreads aren’t showing signs of panic

And leading indicators remain high 

And inflation might be peaking

And there’s still a ton of cash out there

And if inflation does continue higher, history says earnings might follow a similar path

And drawdowns like this are just a part of the process

And maybe the correction has already gone a little too far

Here’s what a pessimist might say

Wages are continuing to rise and are weighing on margins

And consumer sentiment remains low

And the recent action is historically not great

And the fed is set to begin tightening into an economy that is losing some momentum

Meanwhile, a positive development: China

Charts Of The Week


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