A Credit Cycle That Hasn’t Cycled (Guest: Dario Perkins)
The Market Huddle
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Navigating the Unprecedented Economic Landscape
This chapter explores the complexities of the current economic cycle in the wake of COVID-19, beginning with light-hearted anecdotes before delving into serious market discussions. The hosts examine misleading economic indicators, labor market dynamics, and the unique responses of central banks, emphasizing a nuanced understanding of recession risks. Ultimately, they suggest a potential soft landing for the economy, despite ongoing concerns about inflation and interest rates.
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