The Dreaded R-word
Americans are googling "recession" more than at any time since 2004, so I invited Head of Investment Strategy Nadeem Kassam and Fixed Income Strategist Ellis Phifer to join the podcast to discuss the dreaded R word, including:
- The NBER definition of a recession
- What fixed income and equity markets are hinting at
- Markets were hot, what has happened?
- Volatility, with no place to hide
- What can investors consider doing?