
Fixed Income’s Fashionable Again
Center For Investment Excellence
Will We Have a Recession This Year?
Kelsey: Will we have a recession this year? And do you think that the market is pricing the Fed correctly against the way you see the macro backdrop playing out in 2023? David: We're really starting to see signs that inflation is rolling over and it's going in the right direction. Kelsey: What's more uncertain is the labor market because that has really been the shining star of the US economy.
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