U.S. Economist Matt Bush, Investment Strategist Maria Giraldo, Investment Strategist Chris Squillante, and Economist Jerry Cai join Macro Markets to discuss the latest Quarterly Macro Themes, which takes a deep dive into issues helping shape our baseline economic views.
Lower July CPI inflation is likely the beginning of a trend.
The latest data suggest that we may already be in a recession.
The risks of tightening into a downturn.
Comparing pre-recession performance of multiple asset classes.
Employment and inflation data raise the likelihood of Fed activity.
The long end of the yield curve has inverted for the first time since 2009.
Pandemic deaths continue to mount, but vaccine deployment and massive policy support will lift growth in 2021.
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