We Need A Recession: An economic contraction could help take out three issues bedeviling growth now: declining productivity, high inflation and an aggressive Fed that keeps raising interest rates
Note: Every recession since 1960 has caused all three issues to reverse course, and quickly. Recession, for better or worse, is a ‘feature, not a bug
History Of Recessions Favour The Market: Recessions typically see labor force productivity accelerate as businesses cut fat and focus on efficiency, boosting output and earnings. Stocks bottom before the US economy hits its lows in any given recession
Recession? Bring It On
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