VIDEO: Recession Watch 2022

These are topics (growth and inflation outlook, stocks vs bonds) I have been talking about to clients for some time now, but as noted on Twitter I wanted to share some of these charts given some of the confusion out there.

This is a unique period in history in many respects, and a lot of the forces set in motion during 2020 are now coming to their logical conclusion…

Watch the video here:

Enjoy! and let me know what you think in the comments.

p.s. check out our NEW Substack! https://topdowncharts.substack.com/

Best regards,

Callum Thomas

Head of Research and Founder of Topdown Charts

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