The below is an excerpt from our March 1st report. There are many parallels between today’s macro landscape and the period heading into the 1969-70 US recession: Previous massive fiscal stimulus that propelled inflation (Great Society, Vietnam War vs Covid stimulus)
Leaning into the 1969-70 roadmap
Leaning into the 1969-70 roadmap
Leaning into the 1969-70 roadmap
The below is an excerpt from our March 1st report. There are many parallels between today’s macro landscape and the period heading into the 1969-70 US recession: Previous massive fiscal stimulus that propelled inflation (Great Society, Vietnam War vs Covid stimulus)