It has been a slightly less eventful week this week than last week, but it has still been characterized by a flooding of the zone from court disputes, immigration disputes, defunding of Ivy League institutions, unresolved trade negotiations, to interest rate cuts and pauses. The atmosphere has been charged as the rhetoric has increased, particularly between the president and the Chairman of the Federal Reserve.



Recession chatter has continued unabated, and we analyze the nature of this potential recession - event driven, v. structural or cyclical and ask what that means for median duration and loss.



Consumer sentiment has continued to be soft as tariff worries mount.

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