Market fears of recession have taken over and may be with us for a while, despite conflicting signals from the US economy. The summer rally is in a precarious place, but we aren’t ready to call it exhausted just yet. Nonetheless, this is the type of highly uncertain environment that calls for humility and the willingness to change views when the facts change.
We think a prudent exercise in these times is to catalog the relevant fears in the market unemotionally, try to ascertain the facts on the ground as we see them, and set our game plan going forward.
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