Dr Ed's Video Webcast 7/5/22

Jul 5, 2022 1 min read
Dr Ed's Video Webcast 7/5/22

The US economy is probably heading into a mild recession, recent indicators suggest. We now see real GDP contracting by 1.9% this year.

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 good news: The recession should be over next year and should slow the rate of inflation in H2-2022 and 2023. The sooner the business cycle bottoms, the sooner the stock market will. … Analysts will be getting the recession memo shortly and cutting their estimates accordingly. We’re doing so now, lowering our earnings estimates for S&P 500 companies this year and next.

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