US stocks succumbed to increasing concerns that Ukraine-Russia confrontation is imminent, it’s easy to comprehend why investors are shy to press their buy buttons into the weekend – things could be very different on Monday morning in either direction! We have to look through this volatile noise in the knowledge that markets will ultimately travel in the direction of the underlying company / market fundamentals as opposed to headline grabbing news just as it did with COVID. However, we always expected 2022 to be a volatile year and Mr Putin is currently making this call on the money even if we are only 6-weeks into the year.
MM remains mildly bullish US equities over the coming months
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