AIA Economic Base Case For 2023. AIA Weekly Update 2-18-23

Actionable Intelligence Alert
19/02/2023 57 min

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Episode Synopsis

I give my base case for the economy and what I am looking at for the rest of the year. I caveat this by reiterating that I am not an economist. I am looking at data points that in the past have led to certain outcomes. Notably a recession.   
However, keep in my mind that as new information comes in I may change my forecast and that forces me to change course with various investments. Again this is not investment advice.

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