• Economic Outlook
  • Outlook

First Quarter Outlook 2022 Letter


Content List

The first quarter of 2022 saw significant change based on supply-demand dynamics,
inflation, and the Ukraine-Russia conflict. There is a strong belief that because of the
confrontation we may have seen the end of Globalization. These changes are at a
point in time when we’ve just come out of the COVID-19 pandemic which created a
logistic supply shock.