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All Into Account: 2024 Year Ahead Outlook

All into Account

CHAPTER

Analysis of Equity Multiples, Credit Spreads, and the Global Economic Outlook

The speakers discuss the current state of equity multiples and credit spreads, highlighting troubling signs of delinquencies and a potential economic slowdown. They express skepticism towards soft landing scenarios and emphasize the possibility of a recession, reflecting on the potential impact and past themes of resilience and persistence in the economy.

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