All About the Indicators #3

We’re back from our holiday break with November’s All About the Indicators, our monthly review of economic signals.

Since our last show, easing global tensions and below-expectations inflation prints have cheered markets (pushing equity prices higher and bond yields lower) and have persuaded most analysts to downgrade the risk of a recession. Is this sunnier outlook justified?

As a reminder, AATI and future video series are now paywalled. AATI #3 is available now to Premium and comped subscribers only. Premium subscribers can view the video below and download the accompanying PDF. Comped subscribers will receive a separate e-mail with both items shortly.

Other paid subscribers, you will receive a link to the video only next week.