When Recession?? What It Means For You & Your Portfolio!!

"given that it's been roughly 2 years since the Federal Reserve started raising interest rates we're nearing the upper bound of when the lag effect should kick in and cause a recession"

"considering that the Duncan leading index seems to be in freefall this suggests that the upcoming recession if it occurs could be severe"

"according to EPB research the Duncan leading index started rolling over in 2021 considering that it seems to have a 2 to fouryear lag then it could be another year before the recession sets in"

"if they lose their value too quickly the Global Financial system could implode"

"barring these two catalysts though the recession is likely to be mild and shortlived if it comes at all"

"if you're into crypto or other assets that benefit from money printing you need to know that this stimulus may not come right away if the recession is coupled with high inflation"

"it may also not be as big as investors expect this is because of what I just mentioned a few moments ago the risk of more inflation"

"according to famous hedge fund manager Ray Delio we would likely see a mix of everything we would see a combination of governments reducing their spending restructuring their debts redistributing wealth from the rich to the poor and central banks printing money"

"the impact on the markets in a stagflationary environment will therefore be mixed and it will require more active rather than passive investment"