Here’s what we covered in this month’s webcast:
- The stock market has broadly tracked out the pattern of first-half weakness we laid out in our 2022 outlook. Do we believe the strength will continue into year-end?
- Inflation data for July was encouraging. What could that mean for Fed policy and consumer confidence?
- There are some signs that recession is possible in 2023. Do we believe a recession is likely, and what could it look like?