Sizing Up Systemic Risk…
As 2024 begins, there is little doubt that if a soft landing is achieved, it will be the most widely anticipated soft landing in Wall Street history. To an economy whose hopeful “soft landing” forecasts are dependent on falling inflation, stable growth, and a resilient labor market, some data suggests massive cracks might be forming in the foundation… In this issue of InvesTech research, we dig deeper into some compelling signs of trouble that we can’t carelessly ignore, and we check in on one of InvesTech’s most valuable proprietary indicators.

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