Real Vision: Finance & Investing

The Recession Plot Thickens ft. Mikael Sarwe

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Sep 24, 2023
Mikael Sarwe, head of equity strategy and quant at Nordea, discusses recession risks in the US, Europe, and China in an in-depth exploration. They examine indicators suggesting a recession, the impact of manufacturing and service sectors, the economic situation in Sweden, spike in commodity prices, viability of bonds as a hedge, equity performance and sector outlook, and the likelihood of a payroll recession and investment opportunities.
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