The Lurking Slowdown
from Notes on the Week Ahead Hosted by Dr. David Kelly
There is a slowdown lurking. It is currently hiding so well, in the long grass of statistical anomaly, that many observers, including the Federal Reserve, don’t seem to notice it at all. However, investors need to recognize it and have a clear view on the outlook for economic growth, jobs, inflation and profits, how the Federal Reserve may react to a slowdown, and what this could mean for investment returns over the next few years.
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This episode was published on February 6, 2023.
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