Upbeat macro thoughts as Fed’s Jackson Hole Symposium begins

I haven’t posted much recently – mostly because there haven’t been many developments economically that change my macro view. We still live in a slow growth world, where recession is not the base case n the US, the UK, or the eurozone. And none of the data we have seen in the last few weeks has changed that path.

I haven’t posted much recently - mostly because there haven’t been many developments economically that change my macro view. We still live in a slow growth world, where recession is not the base case n the US, the UK, or the eurozone. And none of the data we have seen in the last few weeks has changed that path.
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