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Behold: One Bank’s ‘Fantastic Recession Indicators’
Recession warnings are all the rage these days - being a bear is some semblance of fashionable again
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Well, you finally got me to look up the meaning of “egregious”, and I must say that this article fits the definition pretty well.
can you cover Marko’s latest note ?
thank you H.
Deleveraging is always painful, especially when forced (ie, via interest rate escalation)
Let’s hope that the inflationary pressure starting to build up on the production cost side of things, combined with other bilateral tariff dynamics don’t spill over too rapidly towards consumer price inflation…….
Beautiful deleveraging in China? Guess he is not there or is positioned to profit from implosion?