My predictions for 2022. Equity markets will enjoy high single digit returns in both the US and the eurozone. Chinese equity markets are set to experience higher returns, as the regulatory crackdowns of 2021 are fully digested – with few other crackdowns expected in the New Year. Commodity markets will experience divergent trends – precious metals will trade with a sideways trend; industrial metals should edge lower and oil prices will rise with risks of $100 per barrel. Inflation rates should decline from the second quarter onwards, but the major central banks will proceed with modest and gradual policy tightening.…

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