Is a Recession Priced In? with Bob Elliot
Real Vision: Finance & Investing
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The Perception of a Recession and its Implications
This chapter discusses the concept of a recession and its perception throughout the year, analyzing the pricing of a recession in the equity and fixed income markets. It also explores the implications of the yield curve for the US economy, arguing that the sensitivity of the economy to interest rates has decreased and focusing on the asset price problem rather than a credit problem.
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