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US Inflation Unexpectedly Accelerating to a 40-Year High of 8.6%
Bloomberg Businessweek
Is the Recession Your Base Case?
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We do think that the next well, so we're in the sowing expansion phase right later ending here. It's not our base case for this year. It's a third or so probability of happening in in 20 23. But i think it's prudent, from an investor, you know, in portfolio positioning perspective to be really realistic about where credit markets are. They've been really strong relative out performers versus investment grade um or fixed income exposure. And so we're selling effectively some of our You said the recession is not your base case, at least this year, and no in 20 24? How how are you factoring in the odds of a recession for next year and then sub
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