Soft Landing Insights
The recent economic landscape defied recession expectations, largely due to a unique business cycle shaped by pandemic-related disruptions. Jan highlights that the recovery has been driven by supply-side improvements rather than overheating demand, allowing for both declining inflation and rising employment. This distinction is crucial, as past cycles often conflated inflation with inevitable recessions.In this clip
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Odd Lots
Goldman's Hatzius and Kostin on Markets and Macro in 2025
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