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David Rosenberg: A 2023 Recession Is Unavoidable

Supply Shock

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Is It a Soft Landing in Orange County?

We haven't even seen the economic repercussions yet. The Fed will be doing what it always does after an interest cycle pause. And so I'd say 2022 was the year of the aggressive rate hikes. 2023 will be the year of when those lags from the hikes bite hard on the economy and on cash flows, defaults that will trigger actually deflation, not inflation.

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