Strategic Bond Update: Policy Error?
WEBCAST: Strategic Bond Update: Policy Error?
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“We are entering into an unusually synchronised global recession… lead indicators suggest this will be a long downturn and a deep recession.” (September 2022 webcast)
In the September webcast we discussed the lead indicators we follow and see no bottom until Q2 2023 at the earliest. Further, we have a litany of potential negative catalysts into the global recessionary backdrop such as: energy crisis, central bank panic (coordinated tightening into a recession) and a structural growth collapse in China amidst property defaults and a zero covid policy. Here we updated on the outlook following a tumultuous few months for financial markets and bond markets in particular.
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