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Macro Mondays

#10 - A steeper curve to create a recession - Guest: Bob Elliot

43 min13 augusti 2023

The yield curve inversion was never a recession signal. An uninversion and higher rates (via bear steepening) is needed to push the economy in to recession.

We discuss the allocation playbook given the knowledge we have on the yield curve with Bob Elliot, former Bridgewater and now CIO of Unlimited Funds.

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Macro Mondays med Andreas Steno Larsen and Mikkel Rosenvold finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.