Tag: stagflation
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The Big Money Is Made In Bear Markets As Deep Values Arise | David Hay
Capital manager David Hay of Evergreen Gavekal returns for Part 2 of our interview with him to discuss the odds for stagflation, recession and to share which assets he most favors right now given his macro outlook.
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Lyn Alden: The Economy Is Crashing Into Stagflation
Macro analyst Lyn Alden sees the world heading into economic deceleration. One likely to mire us in stagflationary malaise. Where the costs of living remain stubbornly high and economic activity slows — perhaps even contracts. In such a world, financial asset prices will […]
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Stagflation & Disinflation To Reign in 2022
On Friday we sent you Part 1 of our interview with bond expert Alfonso Peccatiello. In it, Alf explained why he sees credit spreads widening further from here, leading to a repricing of risk across the financial markets. In turn, that should result in lower financial asset […]