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EPISODE · Feb 6, 2023 · 11 MIN

The Lurking Slowdown

from Notes on the Week Ahead · host 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.

What this episode covers

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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The Lurking Slowdown

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Frequently Asked Questions

How long is this episode of Notes on the Week Ahead?

This episode is 11 minutes long.

When was this Notes on the Week Ahead episode published?

This episode was published on February 6, 2023.

What is this episode about?

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...

Can I download this Notes on the Week Ahead episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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