recession

“Nine out of 10 economists had missed the last four recessions where we had the blue chip consensus estimates”

“Simple quantitative models tend to have about eight times the level of statistical power during recessions than during times of economic growth.”

“We are at a cusp of a commodity super cycle, and a recession could obviously curtail that. It would waylay it, but not for a significant period of time.”

“I think the That is extremely sensitive to the political risks domestically in the U S and they will not look to curb inflation at the risk of recession. I don't think they will, but I'm in that camp.”

“Some of the best vintage year returns are in years like this, leading up to and during a market correction or a recession.”

“In the spread sectors, our base case economic view is reasonably constructive. U.S. Inflation heading back down to the high two level on the core side at the end of the year. Based on recent constructive economic data, slow growth, basically a fifty-fifty chan…”

“If you're going to be in this business for another 30 years, if you're lucky, if things are good, we'll probably have at least six or seven or 10 more recessions.”