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December 2021 Economic Update – “2022 Outlook”

//  by Tower Bridge Advisors

In this video, Tower Bridge Advisors’ Chief Investment Officer Jim Meyer discusses the economic outlook for 2022. There are many factors at play; The Fed, interest rates, COVID, supply chain disruption, inflation, etc. Jim sorts through the various issues and suggests how investors should approach portfolio management in the year ahead.

 

Tower Bridge Advisors manages over $1.5 Billion for individuals, families and select institutions with $1 Million or more of investable assets. We build portfolios of individual securities customized for each client's specific goals and objectives. Contact Nick Filippo (610-260-2222, nfilippo@towerbridgeadvisors.com) to learn more or to set up a complimentary portfolio review.

# – This security is owned by the author of this report or accounts under his management at Tower Bridge Advisors.

Additional information on companies in this report is available on request. This report is not a complete analysis of every material fact representing company, industry or security mentioned herein. This firm or its officers, stockholders, employees and clients, in the normal course of business, may have or acquire a position including options, if any, in the securities mentioned. This communication shall not be deemed to constitute an offer, or solicitation on our part with respect to the sale or purchase of any securities. The information above has been obtained from sources believed reliable, but is not necessarily complete and is not guaranteed. This report is prepared for general information only. It does not have regard to the specific investment objectives, financial situation or the particular needs of any specific person who may receive this report. Investors should seek financial advice regarding the appropriateness of investing in any securities or investment strategies discussed in this report and should understand that statements regarding future prospects may not be realized. Opinions are subject to change without notice.

Filed Under: Economic Updates, Video Tagged With: Economic Outlook 2022, higher interest rates, Inflation expectations, Jim Meyer, market outlook, Philadelphia Wealth & Asset Management, portfolio management, supply chain disruptions, Tower Bridge Advisors

Previous Post: «Tower Bridge Advisors October Market Outlook Webinar October 2021 Economic Update – “This time is different – or is it?”
Next Post: January 10, 2022 – If there was a message last week, it was that speculative fever is dissipating as the Fed winds down its pace of bond purchases. No one knows when the purging of speculation will end but it probably will be with a thud, not a whimper. Market rotation to financials, industrials and energy names suggests the economy continues to thrive despite Omicron. The rotation can go a bit farther. The high growth sector got very overpriced, outpacing cyclical and value stocks for years, and it could take several more months for the rotation to run its course, allowing for some intermittent bounces and reversals. The overall market is down only modestly as the speculative fringes blow apart. »

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  • July 1, 2026 – During the second quarter of 2026, exceptionally strong corporate profits and massive artificial intelligence capital expenditures drove market growth. Still, we see increasing headwinds from a hawkish Federal Reserve interest rate pivot and an unprecedented avalanche of new stock and debt issuance.
  • June 24, 2026 – Technology stocks took a tumble yesterday after reaching new highs on excessive optimism for earnings growth. As former Federal Reserve Chairman Alan Greenspan once remarked, “Excessive optimism sows the seeds of its own reversal.” While warnings about technology sector euphoria are not new, selling on Tuesday was triggered by a session of volatility in South Korea, the world’s best‑performing international market this year.
  • June17, 2026 – As trillions of dollars in market value hinge on a “frothy” AI trade and the unproven profitability of massive IPOs like SpaceX, investors must resist the siren song of parabolic gains and maintain a disciplined, diversified strategy before the market forces a brutal return to earthy valuations.
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  • June 3, 2026 – While undisciplined investors set their capital on fire chasing the AI hype machine, Berkshire Hathaway’s multi-billion-dollar maneuvers prove that the greatest investment edge right now isn’t a smarter algorithm—it’s basic sanity.
  • May 27, 2026 – While today’s highly profitable AI leaders are structurally superior to the speculative firms of the 2000 dot-com boom, the market’s extreme concentration poses a severe valuation risk for retirees, making disciplined diversification essential before momentum shifts.
  • May 20, 2026 – Memorial Day travelers do not appear to be deterred by higher gasoline prices. Higher fuel prices are eating into travel-related company earnings, but bookings for cruises, hotels and air travel are up over last year. Consumer-related companies reporting earnings this week do not suggest any major changes in consumer spending trends short term.
  • May 13, 2026 – Amazon# is rolling out 30-minute delivery in certain cities in the U.S. That is less time than it takes to get a pizza delivered in many locales. While some everyday conveniences are getting faster and productivity is improving, some things are taking longer, such as mail delivery and passenger train service. AI is speeding up information gathering and analysis, but infrastructure bottlenecks are arising there too.
  • May 6, 2026 – April’s record rally proved that the AI infrastructure boom is the market’s new engine, yet with interest rate expectations shifting from cuts to hikes, the stage is set for a volatile mid-year collision between parabolic momentum and economic reality.
  • April 29, 2026 – The movie Cliffhanger, starring Sylvester Stallone, delves into the risks of mountain climbing, but also the rewards of navigating picturesque peaks and valleys. Similarly, there are a number of cliffhangers that we have yet to see resolved, including the Middle East conflict, a new Federal Reserve Chief confirmation, Fed actions on interest rates, and major technology earnings reports. Markets appear to be looking through the valley for now, although major risks still remain. Stock market futures are ascending cautiously this morning.

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