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EPISODE · Jan 18, 2022 · 11 MIN

The Recession Scenario

from Notes on the Week Ahead · host Dr. David Kelly

Our baseline view of the world does not include a U.S. recession in the next two years. However, it is certainly possible, and investors would be well advised to consider what it might mean for their portfolios. With that in mind, it is worth thinking about what could cause a U.S. recession, the implications of such a recession for financial markets, inflation and monetary and fiscal policy and how assets would fare in its wake.

What this episode covers

Our baseline view of the world does not include a U.S. recession in the next two years. However, it is certainly possible, and investors would be well advised to consider what it might mean for their portfolios. With that in mind, it is worth thinking about what could cause a U.S. recession, the implications of such a recession for financial markets, inflation and monetary and fiscal policy and how assets would fare in its wake.

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The Recession Scenario

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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 January 18, 2022.

What is this episode about?

Our baseline view of the world does not include a U.S. recession in the next two years. However, it is certainly possible, and investors would be well advised to consider what it might mean for their portfolios. With that in mind, it is worth...

Can I download this Notes on the Week Ahead episode?

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