2022 Year Ahead: A New Wave

First Republic Bank
February 17, 2022

  • This report examines: the economy, U.S. policy, financial markets and investment opportunities as we enter the new year.
  • The global economic outlook continues to stabilize and improve, and while the threat from COVID variants remains ever-present, we now have a broad range of vaccines in our arsenal.
  • Both monetary and fiscal policy are unlikely to curb U.S. aggregate demand by very much this year.
  • As we begin 2022, the opportunity set for investing is going to be more nuanced.

Read the report



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