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Q3 2022

Tramondo Quarterly (Q3 2022).

In Q2 2022, financial markets were once again subject to high volatility. They struggled with various problem areas – from central bank policy and rampant inflation to the ongoing Russia-Ukraine conflict – which kept investors on their toes.

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Published 8 July 2022By Investment TeamReading time 1 minAlso in German Marktkompass

HIGHLIGHTS OF THE CURRENT ISSUE

Fed bankers continued their path towards monetary normalization: in May, they hiked the reference rate by 50bps, whereas in June – after hotter than expected inflation data – the bank even increased the main rate by 75bps.

Risks for global equity markets remain skewed to the downside, in our view. Over the last few weeks, financial markets’ bear case noticeably moved to the forefront as economic momentum further deteriorated.

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Tramondo Quarterly (Q3 2022), Q3 2022

Read the full Market Compass. Q3 2022.

Our in-depth outlook with scenarios, risks and positioning, as published: the edition as a PDF, in English and German.

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This information has been prepared by Tramondo Investment Partners AG irrespective of specific or future investment objectives, a particular financial or tax situation or the individual needs of a particular recipient, and is provided for information only. It does not constitute a solicitation, offer or recommendation to buy, subscribe for or sell any securities or other financial instruments, nor financial, legal or tax advice. Past performance is not necessarily indicative of current or future performance.