Germany’s Poor Q4 Is A Symptom Of Omicron, And Should Not Factor In The Outlook For 1Q22
Below are market comments from Mihir Kapadia, CEO of Sun Global Investments. Q4 2021 hedge fund letters, conferences and more Germany’s Poor Q4 Is A Symptom Of Omicron, And Should Not Factor In The Outlook For Q1 22“Market sentiment continues to be weighed down by omicron induced economic slowdown, and the resulting hyper-inflation. Germany’s poor Q4 data reflects the impact of omicron induced lockdowns on the economy. The ongoing supply chain bottlenecks are also a symptom of the Q4 lockdowns, and barring any fresh new waves or variants, Q1 2022 should be marked down for recovery. Hopefully, ...