Big Picture podcast

US - recession or not?

The recession-predictor pundits are stoic in their belief that the US is already in, or will be soon in the midst of an economic downturn. However, recent PMI and jobs data show that the world’s largest economy is defiantly robust. Jason Borbora-Sheen puts forward the case for a recession, but not yet.

Feb 13, 2023

8 minutes

Jason Borbora-Sheen

To listen to this and other podcasts, subscribe on Spotify, Apple Podcast, Google Podcasts or simply search for ‘Ninety One Big Picture’ on your podcast app of choice.

Authored by

Jason Borbora-Sheen
Portfolio Manager

Explore more insights

Grand Canyon

Insights

Market and portfolio insights, webinars & events curated from across our investment teams to help you steer through changing investment landscapes.

Read more

Important Information

This communication is provided for general information only should not be construed as advice.

All the information in is believed to be reliable but may be inaccurate or incomplete. The views are those of the contributor at the time of publication and do not necessary reflect those of Ninety One.

Any opinions stated are honestly held but are not guaranteed and should not be relied upon.

All rights reserved. Issued by Ninety One.

For further information on indices, fund ratings, yields, targeted or projected performance returns, back-tested results, model return results, hypothetical performance returns, the investment team, our investment process, and specific portfolio names, please click here.

Location:Portugal
Role:Select your role
Call client team +44 (0) 20 7597 2000
© 2024 Ninety One. All rights reserved.