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‘Ticking Time Bomb’ for US, China Eco Relations

Bloomberg Businessweek

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The All-in Enthusiasm About the Recession

It's interesting because we started the year with sort of this kind of broad-based concern about recession-coming, a lot of expectation that maybe mid to second half of the year. And of course that didn't materialize. So I think you've seen this shift and now of course, I would say there's more of a case to be made for a potential soft landing or maybe a calmer, if there is a recession maybe less impactful. But we're not out of the woods and certainly there's a sentiment that we still have to kind of be cautious.

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