There Will Be No Recession | Jonny Mathews
Forward Guidance
Navigating Macroeconomic Insights
This chapter explores the speaker's journey in developing a macroeconomic research note, focusing on their transition from brokerage research to independent analysis for various investors. It reflects on their evolution as a trader, emphasizing the importance of personal insights over reliance on in-house economists, and delves into the current U.S. economic landscape. The discussion highlights household savings, equity valuations, and the outlook for stocks versus bonds amidst changes in consumer behavior and economic conditions.
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