Sunday, 14 February 2016

US Equity and Economic Review: The Data Points To A Slowdown, Not A Recession, Edition

     Recent market and statistical weakness has led to increased discussion of a possible US recession.  In this column, I will argue that instead of a recession, we’re facing a situation similar to the mid-1980s, where the economy also experienced slowdown caused by high oil prices, a strong dollar slowdown and weak oil sector.  But there is insufficient weakness – largely thanks to continued housing market strength and recent wage growth – for a recession to occur.



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