2022 redux

Geo Chen · Fidenza Macro · March 20, 2026 at 09:49 · ⏱ 5 min read  | Read on Substack ↗
Summary
The author observes that the current market environment is a repeat of 2022, characterized by a broad-based sell-off across major asset classes. Equities, government bonds, and gold are all declining simultaneously, leaving few safe havens for investors.
  • The market is currently trading like it's 2022.
  • Short-end rates and government bonds are selling off.
  • Gold is plummeting and equities are suffering.
  • The author notes there are few places for investors to hide in this market.
Read time 5 min
Length 5,978 chars
Category macro
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