Marc To Markets

It has been an eventful quarter in the markets.  We have had the first major conflict in Europe in decades, inflation at levels that we have not seen in 40+ years, Coronavirus shutting down large parts of China, and the Fed beginning to move interest rates meaningfully higher for the 1st time in what feels like forever.  Topics covered include:  The impact of the Ukraine war on the global economic outlook and the marketInflation and our outlook for the Fed’s responseRecent price movements in the bond market and how to think about it both short and long-term Recent stock volatility and the dispersion fueling market resultsIdeas for your asset allocation to deal with the current environmentThis episode is a replay of a client webinar from April 25, 2022.  With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are solely the views of the podcast host commentator and their guest sp