Covid Surprised everyone, the recovery surprised everyone and now what happens after will also surprise everyone.

The global recovery boom that the world has experienced since March of 2020 has been partially derailed by multiple factors this summer:  a delta variant surge, a heavy-handed China policy crackdown and, generally, lower than expected economic indicators.

Given the above, the reflation trade has suffered throughout the summer. Does this mark a change in trend?

 In this episode of Forstrong’s 5 Minute Macro, Host John Teskey is joined by Tyler Mordy, CEO and CIO of Forstrong Global to discuss;

• Their current view on the global recovery cycle – pause or directional change?
• Indicators on watch
• Key investment positions that align with Forstrong’s outlook