Are We Sure a Recession is Coming? (EP.263)
Animal Spirits Podcast
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Market Trends and Recession Risks
This chapter analyzes the decline in prices amidst static earnings expectations, particularly focusing on small cap stocks. It examines the shifting nature of growth stocks like Facebook and Netflix becoming value stocks, while discussing the Federal Reserve's influence on inflation and recession fears. Additionally, the chapter highlights consumer spending resilience and its implications for the economy amidst rising gas prices and contrasting recession signals.
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