Amid rising interest rates and high levels of inflation and war overseas impacting supplies of oil and food, there are multiple headwinds facing U.S. and global financial markets. Paul Schatz identifies key themes in the macro economy, and says 2022 is a challenging year for stocks that will require investors have patience and quality names in their portfolios. Schatz addresses actions made by the Federal Reserve, recessionary concerns, and the acquisition of the company Tegna (TGNA).