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34min chapter
MacroVoices #402 Lakshman Achuthan: A Soft Landing Still A Dream
Macro Voices
The State of the Economy and the Impact of COVID-19
The speakers discuss the current state of the economy and the impact of COVID-19. They analyze cyclical indicators to determine if a soft landing or recession is on deck, highlighting the US Coincident Index growth rate as a comprehensive measure of economic activity. They also explore the recessionary weakness in the jobs market and the relationship between structural inflation and inflation cycles.
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