About a year ago, we discussed a “roadmap to a recession” and the market’s premature expectations of a near-term recession heading into 2025. We also identified what appeared to be a resurgence in inflation and manufacturing momentum last spring as...
The manufacturing rebound in H1 2024 was another head-fake, and we were correct in predicting that everyone would call off the recession. Now, the market is likely going to “reprice” the recession risk again. To read the full article, sign up for a 14-day...
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