The Week Ahead — 11 Apr 2022

  1. Don’t say we didn’t warn you
  2. Rates and housing (Tuna & Caviar)
  3. China’s shutdown
  1. Near-term equity portfolios
  2. CPI (Tuesday), expected 7.9%

Transcript

TN: Hi, guys, and welcome to The Week Ahead. My name is Tony Nash. I’ve got Albert Marco and Sam Rines with us. Tracy is not able to join us today. Before we get started, if you don’t mind, could you please like and subscribe. That would help us out. And we’ll let you know every time a new episode is up and running.

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