Jan 10, 2023 1 min read

Dr Ed's Video Webcast 1/10/23

Dr Ed's Video Webcast 1/10/23

We still see greater odds that the economy will glide to a soft landing (60%) than plummet to a hard one (40%), which nearly everyone else expects. What might a soft landing look like?

Below is exclusive early access to Dr Ed's Webcast for paid members. This post and video will open to the public on a later date.

The happiest—and most contrary—of scenarios would be a return of the “Old Normal,” which actually wouldn’t entail a landing at all: real GDP growth of at least 2.0%, moderating inflation, and not much more monetary tightening. … We expect this week’s market-moving news to be mostly reassuring, with a subdued CPI release and earnings reports that don’t disappoint. … Recent news has cut both ways—a concerning NM-PMI but auspicious capital-spending signs.

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