Is it true? Have we really averted a recession? No doubt recession will hit at some point (that’s how cycles work) but the numbers are making it harder to believe that it will start in 2023. Whether it’s the corporate bigs or personal households, we have charts telling the story. Take a look and decide for yourself.

Chapters:
1:12 - Welcome to Episode 40!
2:50 - Job markets, “not too hot, not too cold”
4:30 - The Fed has to say that “Well, inflation is still too high, we have to get it down…”
6:36 - “So far, so good. But there’s a lagged effect to this stuff, and something else is going to break.”
7:02 - When Genius Failed
8:09 - Corporate-focused charts and their implications
10:10 - What have we been doing in portfolios for the last year?
11:21 - “There are some pockets of weakness.”
12:51 - Household-focused charts and what story they're telling.
13:18 - Is home equity debt the next tailwind for consumer spending?
15:06 - When the people aren’t moving and two bedroom houses become three bedrooms.
16:05 - Credit cards and home equity rolling balances
19:01 - Here’s the scoop on debt


Co-Hosts: Marcos Segrera, CFP®, Wealth Manager and Principal and Brett Horowitz, CFP®, AIF®, Wealth Manager and Principal at Evensky & Katz / Foldes.
Like what you’re learning? Subscribe to our YouTube channel!

Talk to us about your financial plan and portfolio: https://evensky.com/connect-with-an-a...

Connect with us on other social platforms: Facebook   / evenskykatzfoldes   LinkedIn   / evensky-&-katz   Twitter   / evenskykatzinstagram     / evenskykatz  

Important: Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://evensky.com/important-disclos...