Debate: “Will the US Have a Shallow Recession?”
Featuring: Jack Janasiewicz, CFA, Portfolio Manager and Lead Portfolio Strategist for Natixis Investment Managers Solutions.
Sticky inflation, a hawkish Fed that is keeping interest rates high, placing increasing pressure on borrowers, a concerning global geo-political environment. These are concerns for the economy, not to mention an inverted yield curve that traditionally ends with recession.
In this podcast, our host, Joe Halpern, CIO of Fountainhead Asset Management has a wide ranging conversation with Jack Janasiewicz, CFA, Portfolio Manager and Lead Portfolio Strategist for Natixis Investment Managers Solution on the positives and negatives of today’s economy and what that may mean for a potential recession down the road.
Topics include:
- State of the economy
- Jobs and wages
- Housing
- Balance sheet of consumers and corporations
- Geo-political concerns
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IMPORTANT DISCLOSURE: Fountainhead sponsors the podcast to further education and critical thinking about the factors that effect markets and investing, and the podcast does not provide investment advice. Investment advice is offered only to clients of Fountainhead who have entered into an advisory agreement and with whom Fountainhead has identified individual objectives, risk tolerance, and other investment needs.