A Fait Accompli: A Look At 2019 Economic Growth

A Fait Accompli: A Look At 2019 Economic Growth

Is the 2019 recession a fait accompli?

In this paper, we identify key market ratios that serve as high-quality early warning signals of an impending economic inflection point.  Given risky asset correlations to these ‘canaries in the coal mine,’ the conclusions laid out in the report have tremendous relevance to strategic and tactical asset allocation decisions.

  • A key economic indicator inflected in June of 2018…
  • The last three recessions required the federal reserve to drop rates more than 500 basis points, is the Fed in a dilemma?
  • How should investors position themselves for turbulent economic conditions?

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