Episode notes
In this episode, we break down one of the most important macro questions driving markets today: Are we heading for a hard landing, a soft landing, or something in between? Using signals across equities, bonds, credit, and rates, we explore what investors are actually pricing in—and what that means for risk assets, recession probabilities, and portfolio positioning.
📌 Key Topics Covered
🔹 Hard vs Soft Landing: What’s the Difference?
- What economists mean by a hard landing vs a soft landing
- Why the distinction matters for growth, inflation, and corporate earnings
- How landing expectations shift across the economic cycle
🔹 What Financial Markets Are Signaling Right Now
- Equity market pricing: earnings re ...
Keywords
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