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Quick takeaways
- The US economy is showing signs of slowing down with a reasonable probability of a recession in the next 12-24 months.
- Asset markets have not fully priced in the slowdown in the US and global economies, leading to more volatility and market pricing adjustments by the middle of the year.
Deep dives
US economy slowing and recession risk
In the long term (12-24 months), the podcast suggests that the US economy is slowing down and there is a reasonable probability of a recession. Although it's still early to determine if a recession is imminent, several indicators are pointing in that direction, with the risk peaking around the first half of 2023.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode