Global

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

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Jay Pelosky @ TPW Advisory
May 20th, 2022
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