RplusT wrote: Tue Jul 25, 2023 5:59 pm Yeah, inflation and recession is pretty obvious........
Why? Can't you see!

worth watching the video, he links current German and EU recession data and compares with the US and sees the US heading the same way after being temp saved by a rebound as the US worked through backlog orders. Looking at Real GDP data, inverted yield curve data and yesterday's PMI data.

Weakness late 2022, rebound early 2023 (US but not EU) and then deflationary recession coming up (both EU and US).