Are we in a recession or not?

The key is to understand that we are currently in the aftermath of the Great Pandemic Era Liquidity Binge.

My unofficial target is to provide you with a differentiated take on a controversial topic in financial markets once a week. I believe that to be a good cadence for both what I can put out sustainably and what you can reasonably read without feeling spammed. Hence, apologies for the increase in cadence with this article. There is just so much buzz in my…