Policy Uncertainty Begets Market Uncertainty

The current macro environment is characterized by a striking mix of signals, with the economy appearing stable on the surface but showing signs of slowing beneath. This situation contrasts sharply with late 2022, when the prevailing consensus predicted an imminent recession. At that time, we emphasized the importance of consumer spending, supported by pent-up savings [...] The post Policy Uncertainty Begets Market Uncertainty appeared first on ETF Trends.

Mar 5, 2025 - 20:59
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Policy Uncertainty Begets Market Uncertainty

The current macro environment is characterized by a striking mix of signals, with the economy appearing stable on the surface but showing signs of slowing beneath. This situation contrasts sharply with late 2022, when the prevailing consensus predicted an imminent recession. At that time, we emphasized the importance of consumer spending, supported by pent-up savings [...]

The post Policy Uncertainty Begets Market Uncertainty appeared first on ETF Trends.