Dr Doom Roubini: A Mild Global Contraction Is Coming

 We are still likely to encounter a tropical storm that could cause significant damage. 

Much will depend on how major central banks confront the trilemma of simultaneously maintaining price, growth, and financial stability.

Even a short and shallow recession – let alone a hard landing – would cause significant declines in US and global equities. 

And if central banks were then to blink, the resulting increase in inflation expectations would drive up long-term bond yields and eventually hurt stock prices

Nouriel Roubini  Project Syndicate 27 june 2023

https://www.project-syndicate.org/commentary/global-economic-outlook-implications-for-equities-bonds-by-nouriel-roubini-2023-06

De tre aktieproffsen har varnat för kraftiga börsras – som ännu inte inträffat. Men de har inte övergett övertygelsen om att en krasch hotar framöver. 

David Bagge, investerare och twitterprofil, Peter Malmqvist, analytiker, och Johan Isaksson, investerare och poddare.

DI 28 juni 2023

https://www.di.se/nyheter/borspessimisterna-star-fast-vid-sina-kraschvarningar/