MacroVoices #376 Tian Yang: When the Recession Becomes Obvious
Macro Voices
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The Path Dependence of the Market Bottom Checklist
We're still kind of waiting for that kind of final unemployment deterioration to really make it obvious it's a recession. That usually is the final flush. And then from there, you kind of have the usual, you know, federal cuts and the kind of liquidity conditions start improving with the lag. So obviously these things as a path dependence in terms of how we sell off.
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