Global liquidity and growth indicators are still deteriorating. So it seems like, e, we're not to the bottom quite yet. I think a growth slow down doesn't necessarily mean a recession. China is just barely coming out of lockdown mod th. The shanghai lockdowns just ending a week ago. It is thee the pain for china over, or we're about to see a recovery there? Not really.
MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception CEO and head of market research Tian Yang to the show. They go through VP’s latest leading economic indicator research, and discuss whether the current equity rout signals an oncoming recession, or if it’s just a mid-cycle pullback. https://bit.ly/3aexnwM
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