Alternatives to the recession narrative

29/07/2025 18 min
Alternatives to the recession narrative

Listen "Alternatives to the recession narrative"

Episode Synopsis

As Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, look at the first earnings announcements issued after “Liberation Day,” they consider how risk sentiment is holding up and what happened to the divergence between hard and soft economic data from earlier in the year.