#8 - From recession to Goldilocks - USA USA USA - Guest: Darius Dale
Macro Mondays
00:00
The Probability of a Soft Landing in the US Economy
Sally Kohn: Is it still underpriced in the global investment community? She says investors are very dug into the bearish narrative here. If there is going to be a soft landing in the economy, that positioning is extremely wrong she says. Kohn: I'm willing to commit to the view that we're probably going to see a cyclical bounce in the manufacturing PMI"
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