Where We Are in the Market Cycle
Real Vision: Finance & Investing
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Is There a Recession?
Our base case is that this isnt. more of a mid cycle slowdown, as i mention thethe, the margin of safety there thoughis very thin. So we're watching it whet we need to see se inflation peak and start to come down as financial conditions tighten somewhat. If we can exit the year with,. you knowon a path to more normalized inflation, then i think the fed will have to walk back some otheir policy and we'll have a more conducive monetary policy backdrop. Yes.
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