MacroVoices #388 Lakshman Achuthan: Recession Still On Deck
Macro Voices
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The Economic Cycles Research Institute and the Institutional Audience
Locke: Anytime you're in a cyclical downturn, a credit contraction is part of that. He says Silicon Valley banks and these things will get some headlines but the real credit event is your mortgage rate or car payment. Locke's firm does cycle risk management with institutional clients; they've been doing this for now.
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