Finishing Strong

The consumer is ending 2021 in a very strong position

Succinct Summary: The consumer is ending 2021 in a very strong position and demand continues to be very robust. Omicron doesn’t seem to be causing much change in behavior. Inflation is still a concern though and while the supply chain is improving some it is still a mess. If we are entering a tightening cycle, it could have a dampening effect on markets…