1. Recession fears heighten - "For months the Global Fund Manager Survey had shown investors assigning a lower likelihood of recession, but all that changed in March when the perceived likelihood jumped to 42% from 24% in February". 2. Consensus view is a technical recession by Q3 - When has the consensus ever been right. 3. JPM says "not us". "Recent bank ...
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Mar 27, 2023, 10:15pm
Fundamental: Charts Charts Charts
1. Recession fears heighten - "For months the Global Fund Manager Survey had shown investors assigning a lower likelihood of recession, but all that changed in March when the perceived likelihood jumped to 42% from 24% in February". 2. Consensus view is a technical recession by Q3 - When has the consensus ever been right. 3. JPM says "not us". "Recent bank ...
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