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INTEREST GENERATOR - IS AN ECONOMIC RECESSION COMING

Is An Economic Recession on the Near-Term Horizon?


  • The 10-Year and 2-Year Treasuries briefly inverted last week – A common recession signal

  • The inversion is not full proof and the more reliable 3-Month vs. 10-Year spread is much wider

  • Aggressive Fed policy to curb inflation, raises risk of potential inversion

  • Investors should instead focus on long-term economic and CRE demand drivers

  • Rising inflation and interest rate volatility are greater short-term risk factors



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