MacroVoices #388 Lakshman Achuthan: Recession Still On Deck
Macro Voices
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The VIX: A Signal of More Volatility
Small caps have always been kind of middle America part of the stock market that often is most impacted by a recession. The Russell has done quite well in the last two months off of those lows, but it has been overall a very weak index on a relative basis. So I'm actually much more inclined to be more just degrocing equity exposure rather than sector rotating or rotating into different parts of the equity markets.
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