Economics “Team”: The Kitty Page

Exhibits

4.3-4.7% unemployment by year-end.

Heads economic bears win big, tails economic bulls get annihilated.

Disinflation set to eviscerate margins.

Rates rip is a bear trap.

3/4Q23 recession start date still in play.

Long USD.

Inflation and FED policy at a critical juncture.

Credit. Credit, credit, credit. It’s all about credit.

3/4Q23 recession start date remains in focus.

Services are weakening.

Credit is cracking.

3/4Q23 recession start date.

Disinflation to crack the labor market.

FED could already be too late to rate cuts.

Disinflation an earnings headwind.

Growth left tail now the dominant risk.