We approach the end of the year thankful for a resilient global expansion that has weathered the storm of numerous adverse shocks and rapid policy tightening. But we also know that, while some may be looking to the coming months with tunes of “I’m dreaming of a soft-landing” in mind, the pressures continue to build. We end the year with less conviction than when we started but lean in the direction of an earlier end to the expansion.  

Speakers:

Bruce Kasman

Joseph Lupton

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