Stocks Are Suffering, But It’s Helping Rates Stabilize

In 2015 and 2018, the phrase “global growth concerns” was all the rage. The concept helped explain downward movement in stocks and rates that otherwise didn’t always have an immediate justification. Now in 2022, it’s time to bring it out of retirement.

To be fair, “global growth concerns” could be viewed through several other lenses.  These include things like high inflation or tighter monetary policies restricting growth. It’s not as if there is suddenly a new concept causing investors to panic.  Headwinds and tailwinds are always present.  We’re just reaching a point where tailwinds are no longer obviously outweighing headwinds. (READ MORE)