Why the Recession Conventional Wisdom is Wrong
A reading of Alex Kruger's thread: https://twitter.com/krugermacro/status/1675989375765852160?s=46&t=5Nl1EhwpFOmRdaVNr7DApg
Full report from Asgard Markets https://www.asgardmarkets.com/post/the-big-picture
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