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Francois Trahan, Founder, Trahan Macro Research

Alpha Exchange

CHAPTER

Are You More Bearish Than You've Been in Your Career?

Francois Traehan: I'm definitely more bearish than I've been in my career. It's at this point in the cycle where everybody's a macro expert, he says. Housing historically is the most consistent predictor of an upcoming recession,. Sporcasted eight of the last eight recessions. Every time CPI's been above 5% post-World War II, we had a recession.

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