12 Apr 2022 outlook: US Inflation to abate heading into 2023

Eswar Menon, Founder - Harper Capital Management, asks investors to watch out for:

• US inflation numbers
• The Russia-Ukraine war 
• China's latest COVID lockdown
• Consumer spending given high infation 

US Q1FY22 earnings are expected to be robust, but these could be tempered by a slowdown in consumer spend on inflation expectations.