Are Stocks Pricing in an Economic Contraction (or recession)?
Are Stocks Pricing in an Economic Contraction (or recession)?
July 5, 2022
On July 5, 2022
Calls for an economic contraction (or recession) have become louder, so as we start the second half of the year, I want to cover whether current stock market declines have priced in a material economic contraction. We believe that while markets have priced in a more difficult environment, we’re still more than 10% from a level that we could expect if a material economic slowdown materializes and lasts. Here’s why.
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