Monday - UK default risk, Japanese equities still attractive, impending US recession and Lithium mines
Why the numbers suggest a US recession is imminent plus why its worth watching for a turn in the cable ($/£) trade imminently. Plus a simply stunning VC statistic.
Recession risk in the US
The most interesting debate in the US at the moment is whether there will be a sharp slowdown in the economy or an outright recession. I have no particularly strong view about what is in effect hair-splitting but I suppose I’d be on the recession side of the fence, though I readily accept I mig…
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