
Despite relevant data that suggests inflation is abating, the yield curve, growth of money supply, home sales declines, and historical patterns of bear markets all point to a meaningful slowdown coming in 2023.
The debate between those who believe recession is avoidable and those who do not is unresolved. To us, whether it is called a recession or not is less relevant than the fact that the Fed is raising rates, withdrawing liquidity and ignoring signs of diminishing inflation.
Learn how a diversified portfolio can help cushion performance during volatile global market episodes and reduce the time needed to start generating positive returns.
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