Recession Risks: Standing on the Edge of a Swamp - podcast episode cover

Recession Risks: Standing on the Edge of a Swamp

Nov 15, 202210 minEp. 201
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Episode description

Markets bounced higher last week in a justifiable show of enthusiasm as the latest CPI data confirmed that inflation is indeed receding.  However, even as investors worry less about inflation they may well worry more about recession.  The risk of a near-term recession is climbing.  However, such a recession would be more like sliding into an economic swamp than falling off an economic cliff.  While a “swamp” recession wouldn’t be very deep, the economy would likely struggle to get out of it.  The good news for investors is that a prolonged period of economic swampiness should snuff out inflation and force the Federal Reserve to reverse a significant part of their 2022 tightening.

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Recession Risks: Standing on the Edge of a Swamp | Notes on the Week Ahead podcast - Listen or read transcript on Metacast