HomeInvestingEarningsWhy Slowing Growth Does Not Support The Conclusion Of A Recession
Why Slowing Growth Does Not Support The Conclusion Of A Recession

Garrett Melson notes that broad measures of slowing growth do not support the conclusion of a recession. He says the rally from June lows is what you'd want to see for a soft landing, as the robust July jobs report likely means another 75bps hike is in the cards. Melson also mentions that multiples have certainly re-rated to a tighter policy backdrop.

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