2min chapter

The Memo by Howard Marks cover image

The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl

The Memo by Howard Marks

CHAPTER

The Rise of Uncertainty in the Market

The bulls have dug in deeper because they've found enough little points to point to, and the bears have continued their theme of imminent recession. I think one way you can see this point really in almost a graphical form is there indices that are created called economic surprise indices. These really form the difference between what market expectations are versus what the real numbers are.

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