Browsing Tag

Economic Data

Why my base case for 2020 is recession

Back at the end of July, I was talking about my macro thesis. And I led off writing this: The US is the laggard in this slowing but is affected as well. From a markets perspective, that means a convergence to zero, with yield curves…

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Read More