Pantheon Macroeconomics

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21st Oct 2022 15:07U.S., Weekly Monitor

  • Recessions are proportional to the prior imbalances, and right now the private sector is in good shape…
  • …A brief over-reaction to the extent of the Fed’s tightening is possible; a deep recession is unlikely.
  • Hints of a pivot played well in markets last week, but the Fed needs better data, soon.

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Keywords for: 24 Oct 2022 US Monitor

fed, markets, private sector, recession, recessions, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence