MacroVoices #325 Tian Yang: Is it over yet? What do the data say?
Macro Voices
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Is There a Recession?
Riht imean: There's plenty of signs that ar panicky. It's just the volatity market hasn't been. But there's some signs that, you know, for example, if you look at a a cyclical versus defenseiv tf flows, that's at pretty contrary level to booky markets rally. John Sutter: China is the supplier of a lot of stuff that the world is running out of. If they're going to end their lockdowns and very quickly ramp back up to full production and still want to sell things to the west, well, maybe we just manage to get off easy, he says.
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