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Real Vision: Finance & Investing
A Rolling Recession or a Hard Landing? ft. David Rosenberg & Liz Ann Sonders
Sep 30, 2023
Liz Ann Sonders and David Rosenberg discuss the possibility of a rolling recession or a hard landing for global markets. They explore various topics including the impact of the pandemic on the economy, inflation, transitioning to a new secular era, labor market dynamics, and decreased flexibility. Additionally, they analyze the performance of US stocks versus non-US stocks and emphasize the importance of broadening and equal weight within the market.
01:04:27
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Quick takeaways
- The current economic situation is characterized by rolling recessions and a nuanced recovery.
- The difference between a soft landing and a recession is explained, with a warning that a recession is inevitable.
Deep dives
The possibility of a rolling recession and the nuanced nature of the economic recovery
The Chief Investment Strategist at Charles Schwab suggests that the current economic situation is characterized by rolling recessions and a nuanced recovery. She explains how the pandemic and stimulus measures led to a surge in demand for goods, followed by recessions in manufacturing and consumer-oriented sectors. The speaker believes that a recession is more likely than a soft landing, but she acknowledges the complexity of the economic cycle and the need for a more nuanced perspective.
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Discover
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