We aim to empower investors by creating clarity in the midst of the noise. Here you will find curated financial news, analysis and commentary from our team.
New York Stock Exchange

Recession Playbook - stay defensive for now

August 8, 2022 | U.S. economic trends have worsened over the past few months, and we recently updated our base case to a moderate recession (from a mild recession). Our view is that the steepest contraction will occur later this year and that the recession could last through mid-2023.