Recession: To Be Or Not To Be

  • From transitory inflation to anticipatory recession; from real economy inflation to asset deflation

  • In the pitched battle between the inflationistas & the growth bears, the growth bears now have the upper hand

  • We believe in a middle path between the 2 camps; the recession call is key. Note the non US OP for opportunity
May 20th, 2022
Subscribe to read this report

You can read this report by subscribing to a Starter or Pro plan today.

Already have an account? Log in


This publication is being distributed by Tellimer solely for information purposes irrespective of a particular user's means, financial situation or investment objectives. The information does not constitute investment recommendation, and nor is it investment, legal or tax advice or an offer or solicitation to purchase or sell any financial instrument.

This publication is not intended for distribution to, or use by, any person or entity in any jurisdiction in any country where such distribution or use would be contrary to law or regulation, or which would subject Tellimer to any registration requirement within such jurisdiction or country.