Boris Vladimirov on Fed Scenarios, Recession Risks and EM Outperformers
Macro Hive Conversations With Bilal Hafeez
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Recession
This one senarios, afmodersand a kind of very fast convergence to a disinflationary environment. Now i personally think that we might have swink even up to on 60, 70 %. Ill vitte price for c even though you know that the data in the short term is unlikely to confirm a sharp witness in the laber market. That's how i see though. I see that the next quarter or ep to six months as a kind of shift from one to the other. And there'll be eanly quick transitions, maybe a few weeks, maybe up to a month. In lengt wer be over, wait inquiring the other until we find the
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