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Feb 07 2024

Hold Your Horses

  • Feb 7, 2024

The soft-landing camp is growing, but the new members are not offering anything original to support their case. Most believe the yield curve is broken, though many argued the same in both 2007 and 2019. They say households are in good shape, but that is only true for the consolidated consumer balance sheet and it’s the behavior of marginal consumers that’s most critical at turning points.


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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager