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Eric Basmajian: Further Downside Ahead For Risk Asset's
Market Depth
Are the Leading Indicators Deteriorating?
If a recession does arrive in the first quarter or even the first half of the year, it's extraordinarily unlikely that the Fed's going to hold rates at 4% throughout that entire period. As we get into the Q1 window, and when the decline moves from gradual to off a cliff, as the leading indicators did, I believe we see much more significant re-pricing across asset markets.
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