Could the US enter a recession?
Hi James and team Do you think the US is at risk of entering a recession this year based on record inflation and rising interest rates, and if so would it follow that Australia would also follow suit. Thanks Alex
Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hi James and team Do you think the US is at risk of entering a recession this year based on record inflation and rising interest rates, and if so would it follow that Australia would also follow suit. Thanks Alex
Hi Alex,
We don’t believe a recession is likely but macro events including COVID, supply chain disruptions and now the Ukraine is likely to weigh on global economic growth but not to the extent that we will see a recession. The key takeaway for us though from a financial markets perspective is that we believe bond yields have gotten ahead of themselves and yields will actually fall from current levels.
Take a free trial.
No payment details required.
Forgot password? Request a One Time Password or reset your password
One Time Password
Check your email for an email from [email protected]
Subject: Your OTP for Account Access
This email will have a code you can use as your One Time Password for instant access
A link to create a new password will be sent to the email address you have registered to your account.
Hi, this is only available to members. Join today and access the latest views on the latest developments from a professional money manager.
Our Smart Phone App will give you access to much of our content and notifications. Download for free today.