event image

High Frequency Economics

Jim Sullivan

US Outlook: Just A “MidCycle Adjustment” For A Mid-Cycle Slowdown, Or A Major Turning Point For Both Fed Policy And The Economy?

Despite a record 10 year US expansion, largest of 33 cycles since 1850s, Jim believes that a recession is not imminent. Numbers are holding up well such as jobless claims, financial conditions are very accommodative and equity markets are at new all-time highs.

Ignore the yield curve - This time it really is different!