Jon Turek on the Macro Outlook for 2022

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Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets.

2021 was a historic year for markets and the broader economy. For the first time, seemingly in ages, there was a serious shift in realized inflation and the broader inflation outlook. This has ramifications, potentially, for risk assets, bonds, and, of course, the Fed. To help break things down, and how to think about the situation, we speak with Jon Turek, the author of the Cheap Convexity Blog and founder of JST Advisors, to understand what comes next.

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