Surveillance: Central Bank Roundup with Posen
Bloomberg Surveillance
00:00
The Dilemma of the Record Curve and Version
The typical models, the traditional leading indicators like the slope of the yield curve are all pointing to recession. The problem is from the bottom up, the fundamental analysts in us, and as you know, Pijim fixed income, we pride ourselves on that bottom up analysis. So we're kind of splitting the difference and just assuming that growth is going to slow but there's really low risk of a deeper session here.
Transcript
Play full episode
