Hi all,

Gong Xi Fa Cai! Wishing you and your loved ones a very happy and prosperous year of the tiger! As we usher in the lunar new year, I’m also reminded that we have somehow reached the end of January. Maybe it’s just been a non-stop, action-packed start to the year, but time seems to fly by nowadays. As we get a slight breather this week, I wanted to take some time to unpack the latest happenings.

Today’s topics

Rate hikes are coming to combat inflation: how fast will the Fed go?

The new “darlings” of the stock market in a post-COVID, high inflation environment

The rise of NFTs as an alt investment and decoupling from the broader crypto market

If you like to discuss any of the themes, trends or topics further, please feel free to reach out. I would also love to get any thoughts and suggestions on the above.