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Neil Dutta and Conor Sen on the Chances of a US Soft Landing
Odd Lots
Are We Going to Have a Recession?
The real question is, are we going to have a recession? And it's just hard to point to anyone thing that's out of balance and likely to be a lot worse in 2023 than it was in 2022. It's much easier to identify areas where things could pick up at least for the next six months. So my big takeaway is that if Avatar is outgrossing Top Gun Maverick, then I'm not going to pay attention to the ISM. Then rents are going down as well. I don't care about rents.
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