MacroVoices #357 Darius Dale: The Recession is Coming But Not Until the Second Half
Macro Voices
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Is There a 3.2% Core PCE?
In our opinion, as a function of some of these debt sustainability dynamics, which themselves are a function of this sort of changing inflation regime that we're now in. And that's been very favorable for mega caps relative to small caps. More importantly, it's been extremely favorable to slide 148. Extremely favorable to growth relative to value. This kind of change is regime shift, the structural regime shift from an investor and from a secular strategic asset allocation perspective is already underway.
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