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After two consecutive (Q1, Q2) negative GDP reports and the FOMC increasing the Funds rate by 0.75% in June and July 2022, many strategists believed a "Hard Landing" recession had already begun or would by year-end. Jim Welsh wrote there wouldn't be a recession in 2022. Now, after two consecutive quarters of positive GDP (Q3, Q4) and strong data at the beginning of 2023, many strategists believe there won't be a recession and are calling it a 'No Landing'. If a recession materializes after mid-year, the question is: Are markets positioned for a recession?
As a 40-year veteran, Jim Welsh provides expert monetary analysis and is one of the few strategists that have the experience, knowledge, and combination of skills to help you navigate the coming secular bear market in equities. The cornerstone of his tactical strategy is the intersection of economic fundamentals, monetary, and technical analysis. Mr. Welsh covers stocks, treasury bonds, dollar, and precious metals.
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