Notes on the Week Ahead
Notes on the Week Ahead
Dr. David Kelly
The Lurking Slowdown
11 minutes Posted Feb 6, 2023 at 3:31 pm.
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There is a slowdown lurking.  It is currently hiding so well, in the long grass of statistical anomaly, that many observers, including the Federal Reserve, don’t seem to notice it at all. However, investors need to recognize it and have a clear view on the outlook for economic growth, jobs, inflation and profits, how the Federal Reserve may react to a slowdown, and what this could mean for investment returns over the next few years.