The investor narrative has changed over the last couple of weeks. It went from everyone thinking a recession was a fait accompli to maaaaybe we can actually escape its grip.
Inflation is coming down. Wage growth is decelerating. Activity is returning to the housing market. And the labor market is still incredibly strong. Put all these together and it sounds like the odds of a soft landing are increasing. Both James Bullar…
Inflation is coming down. Wage growth is decelerating. Activity is returning to the housing market. And the labor market is still incredibly strong. Put all these together and it sounds like the odds of a soft landing are increasing. Both James Bullar…
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