"We're still more leaning towards a mis cycle slow down right now. Ho, in terms of the hard economic data, it is slowing, but it's not quite at levels you typically see going into a recession," he says. "As long as we see the the mace piprint confirm the peak again, then, you i think that'll be pretty good entry point, it feels like."
MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception CEO and head of market research Tian Yang to the show. They go through VP’s latest leading economic indicator research, and discuss whether the current equity rout signals an oncoming recession, or if it’s just a mid-cycle pullback. https://bit.ly/3aexnwM
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