Rising Stagflation Risks Are Changing the Investment Playbook
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Is There a Risk of Recession in the Portfolios?
The risk of recession is increasing. It's not yet at he point where we need to take action in the portfolios, but we are very vigilant about it. We look at some parts of the yil curve, two tents have been clareted. The investors need to be on the lookout for siknels of increased probability ofa recessioninod and adjust their portfolios accordingly.
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