Episode Details
| Title | Slowing But Growing: Why The U.S. Isn’t Headed For Recession | Prometheus Research |
|---|---|
| Date | 9/24/2024 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $BONDS - Bonds are expected to benefit from a slowing nominal growth environment with faster slowing inflation, particularly from the goods sector.
- “...a slowing nominal growth environment with faster slowing inflation coming from the good side is the best outcome for a combination of stocks and bonds.” - Ahon (55:03)
- 🟢 $EQUITIES - 🔒
- 🟢 $SERVICES - 🔒
- 🟢 $CONDISC - 🔒
Bearish:
- 🔻 $COMMODITIES - 🔒
- 🔻 $MANUFACT - 🔒