Recession Risk, Trump Says “Buy,” and the Everything Code
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Recession Risk, Trump Says “Buy,” and the Everything Code
There’s a classic Phil Knight (co-founder and former CEO of Nike) quote that goes something like, “everyone was looking for the next Michael Jordan on the basketball court, but he was walking down the fairway.” In other words, everyone was wondering who the next generationally dominant basketball player would be, assuming that would be the next big
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Analysts have been trying to forecast or spot a recession in the United States for years, looking for the classic disinflationary recession. And maybe we’ll still get one in the year ahead. But fiscal dominance is a different environment than the past four decades in the United States, and in many ways the United States already went through an emer
... See moreLyn Alden • Deep Dive: Emerging Markets
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As we perform analysis in this unusual economic environment, it pays to make sure we’re treating it with fresh eyes each time. By many metrics, ironically other than the traditional developed market metrics, we’ve a lready had a recession, and are arguably still in the later stages of it. But instead of showing up as a credit event and unemployment
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