Global Outlook In Short (Share your opinions!)

As the title mention "in short". Several headwinds lies ahead. Shortist are the favour.

1) Russia & Ukraine - Wide spread global impact. Supply Chain woes, led to inflation.

- Consider Ukraine trade as 0 affecting globally. As sad as it may seem, Russia is wrecking the whole place and taking strategic facilities. I.e Energy Plants to reduce reliance of commidities. I.e Gas pipes to hold up other EU trades.

- Consider Russia to fight back to cut any exports to isolate themselves and just trade with certain countries. Might lead to a lengthening process with more cost involved. 

- Rebuild Ukraine, investors' confidence. This is going to take a very long time... 

2) China Supply Chain woes.

- 0 covid strategy is not a strategy - Certain areas are having a lockdown, if continue to pursue such strategy, factories definitely will not be at maximum output. 

- Delta + Omicron variant lingering, only a matter of time whereby it hits the shore and infest

- Participation in Russia & Ukraine war. Be it negotiation, be it assisting allies in any sort, will lead to US stepping in. 

3) US Sanctions Supply Chain woes

- Consider that US Sanctions impact will not stop on Russia even if war ended. Therefore it will still be of sometime before recovery strikes. 

- Consider that US might impose sanction on China. The threat of supplying high tech equipments (Although there are copied versions out there)

4) Unemployment rate

- With inflation going up, affecting businesses operation capabilites due to all signs of negativity reasons, be it covid, be in raw materials. The cycle for unemployment will come back, globally.... 

5) Banks Rate

- No longer looking at just Fed, we are looking at Central Banks, government policies to ease up the strain

*We no long need to see if its EU or West or Asia or a country, its called the world. In today's context as compared to history, we can learn from it, but we have sinced evolved from it. 

Certain fundamentals do not change, that is called "Panic". 

Therefore, with covid + war + sanctions + rates, we are likely going to see many companies unable to hit their forecast as reported for 2022 "positive outlook". 

Rebounds now are normally lower highers... this is worst than covid at start.