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The Lurking Slowdown
Episode 209

The Lurking Slowdown

Notes on the Week Ahead

February 6, 202311m 44s

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Show Notes

There is a slowdown lurking.  It is currently hiding so well, in the long grass of statistical anomaly, that many observers, including the Federal Reserve, don’t seem to notice it at all. However, investors need to recognize it and have a clear view on the outlook for economic growth, jobs, inflation and profits, how the Federal Reserve may react to a slowdown, and what this could mean for investment returns over the next few years.