Did GDP just confirm that a soft landing is possible? Or is a data discrepancy telling a totally different story?
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Featuring Maggie Lake, Francis Gannon and Andreas Steno Larsen
Jan 26, 2023 • 32 minutes
U.S. economic growth rose 2.9% in Q4 2022, down 0.3% from the prior quarter but stronger than forecasts. Markets rallied on the news, as some investors saw cooler-but-growing GDP as proof that a soft landing may be possible. Andreas Steno Larsen joins Maggie Lake to explore some mysterious data contradictions now popping up — and why a recession may have started many months ago. Then, Francis Gannon of Royce Investment Partners joins the show to dive into why small-caps may offer equity investors the best value in this market environment. We want to hear from you, so be sure to drop your questions in the comment section.
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Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.
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