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10 Friday AM Reads – The Big Picture

My end-of-week morning train WFH reads: • Predicting the Next Recession: I Am Not On Recession Watch: The recession callers are back, and some like ARK’s Cathie Wood and Home Depot’s Ken Langone claim the US is already in a recession. I disagree. We...

10 Friday AM Reads – The Big Picture

My end of week morning train WFH reads: • The Fed’s Policy Mistake has Been Made A slowdown is all but certain. But does it turn into a recession? Does it turn into a deeper recession than expected? Does it spill over into credit...

10 Friday AM Reads – The Big Picture

My end-of-week morning train WFH reads: • The bad vibes economy Is the economy actually bad, or does everyone just feel like it is? This sense of dread is so pervasive that it might surprise you to hear that many aspects of the US...