EPISODE · Sep 25, 2023 · 7 MIN
Asset Allocation Bi-Weekly - Where's the Recession? A Recap (9/2523)
from Confluence Podcasts · host Confluence Investment Management
When we began the year, there was a general consensus that a recession was near. So far, the economy appears to have avoided a downturn. Over the past few months, several Confluence Asset Allocation Bi-Weekly reports have covered various aspects regarding why that is, and this week Confluence Chief Market Strategist Bill O'Grady joins the podcast to recap these reports and discuss any changes that have emerged since they were written. But first, Bill answers the question, "Why is recession forecasting so difficult?"
What this episode covers
When we began the year, there was a general consensus that a recession was near. So far, the economy appears to have avoided a downturn. Over the past few months, several Confluence Asset Allocation Bi-Weekly reports have covered various aspects regarding why that is, and this week Confluence Chief Market Strategist Bill O'Grady joins the podcast to recap these reports and discuss any changes that have emerged since they were written. But first, Bill answers the question, "Why is recession forecasting so difficult?"
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Asset Allocation Bi-Weekly - Where's the Recession? A Recap (9/2523)
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