Surveillance: Recession Forecast Loh
Bloomberg Surveillance
00:00
The Debt Ceiling Debate
The credit tightening that I expect in the second half of the year is going to have a bigger impact on the economy than maybe some of these risk assets are saying. And you do get a more disinflationary type of world once we get there. Going into 2024, I think that those headwinds seem much stiffer. It's just a lot harder to pick the date when we're going to run out of money.
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