Recap
When we all look back at our quarterly notes written throughout 2022, there will be a common refrain. It is as though the finance world decided to take a page out of the music industry's book by recycling a melody with only slight variations. This is our third quarterly commentary this year, and we have also put out a few other market updates, yet all sound out three major chords – inflation, the Fed, and volatility (and basically in the same order).
Echoing past quarters, 2022 continues
