
Our Thoughts on First Quarter 2022
Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The 1st quarter of 2022 began with the US seemingly moving past Covid. Mask mandates are being lifted and it seems like things are finally getting back to normal. The big concern is the increasing inflation rate and what the fed is going to do to try to slow it. They mentioned they will start tapering the number of bonds they purchase. They raised interest rates in March by 25 basis points in