The MacroTourist

The MacroTourist

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The MacroTourist
The MacroTourist
WORRIED (Part 2 of 3)
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WORRIED (Part 2 of 3)

How a correction brought on by a recession could be made much worse due to the 'tourist's five financial plumbing worries

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Kevin Muir
Aug 02, 2024
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The MacroTourist
The MacroTourist
WORRIED (Part 2 of 3)
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A couple weeks ago, I wrote a piece that outlined how bearish I had become [WORRIED (Part 1 of 3)]. My main concern was that, since COVID, the risk of the economy slipping into recession had never been higher, yet the market was assigning less of a chance of this outcome than a year ago. The risk/reward for owning risk assets had become increasingly una…

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