3min chapter

Forward Guidance cover image

Lyn Alden: Bank Runs And The Financial Repression End Game | Lyn Alden

Forward Guidance

CHAPTER

Is There a Recession?

In 2022, many were worried about a recession. You saw some risk, but you said, I think the economy will be resilient. And for the most part, you have been proven right. What about now? I see in your most recent note on the knowledge and investment strategy, you were saying there's some recession risk. How are you thinking about this? The bond market, a massive bull steepening short-term interest rates going flying down, is the bond market telling us a recession is coming? I know the bond market was so, so wrong in 2021, but is there a chance it's right now?

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