The Ukrainian-Russian war has pushed up inflationary pressures. Recently, due to the resurgence of the epidemic in China and the implementation of the lockdown policy, supply chain problems have been affected and inflation has remained high. In the face of 40 years of high inflation, the US Federal Reserve (Fed) may raise interest rates by 2 yards at its meeting in May after raising interest rates by 1 yards in March, and the pace of shrinking the balance sheet may also accelerate. Under the influence of uncertain factors such as the war, the impact of the epidemic on the supply chain, and the Fed raising interest rates and shrinking its balance sheet, the risk aversion sentiment in the market has recently resumed. It is expected that before the Fed meeting in May, increased market volatility may become normal. In terms of allocation, it is advisable to diversify the portfolio and focus on low-volatility and high-dividend targets.
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