Liz Truss's Ronald Reagan Moment
What Goes Up
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The Fed Base Case Is a Recession in 2023.
The average recession bear market ends up being down on the order of forty one and a half %. But this entire year has been a series of outliers. We still think there's enough uncertainty and enough potential, particularly if you had other gpolitical positive developments like lessening of tension in russia or perhaps something positive recurring in china.
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