Friday, February 25, 2022

Macro Update: Conditions (on balance) Weaken, But Still Low Recession Odds (video)

While markets and economics are what we cover herein, more importantly, our hearts go out today to all of those impacted by present events.

FYI, I edited out much of the original monologue in this week's update. I.e., the end product is more or less a simple (choppy in spots), succinct accounting of a handful of inputs to our macro index. I nixed where I stumbled into a bit of rambling over the global events of the day, as it's early and there's much yet to play out, and prognosticate over, should this become a protracted affair. We pray it doesn't!

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:

Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

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