Despite all the traditional leading indicators warning of recession for some time now, the US economy seems “robust” with unemployment stubbornly making new lows. We touched on the suspected reasons for this in our public note “The Delayed Recession” which offers the most plausible reasoning for this. However, if we dig a little deeper under the hood, the goldilocks situation may be coming to an end. 1. The Global Economy The U.S economy is no island, with a substantial portion […]
Archive | November, 2023
