Rather than making a directional market call, in the latest installment of Real-Time with Jordi Visser, Jordi sifts through current market data, demonstrating a recession is unlikely. While many strategists claim that a recession is inevitable, Jordi believes that these views are based on regressions, which have been skewed by the historic response to COVID in 2021 and 2022. He suggests the massive amount of printing, subsequent rate rise, and then the rise and fall of the housing market require a robust toolset of both hard and soft data. Further, a look to 2023 shows the potential for stimulating geopolitical news out of both China and Europe.
If you'd like to review the Bloomberg slides that Jordi refers to in this video, you may download them by clicking here.
Key Takeaways:
About These Videos: Our market videos seek to provide a data-focused interpretation of the market's most critical developments. Real-Time with Jordi Visser is a recurring series produced by our President and CIO based on his macro views. The purpose of his series is to isolate macroeconomic indicators ("green marbles") that are telling the true story of the market, rather than relying on the narratives or stories often portrayed as news. Jordi is a unique thinker and tends to publish these videos during market dislocations/regime shifts when he sees areas where his views differ from consensus sentiment.
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