US Recession

Latest news and analysis on US Recession

Macro

Data dearth and the dashboard

Government shutdown halts official economic data.
Jeff Schulze
ClearBridge Investments
Macro

A year after her 2024 shocking prediction Kellie Wood says the real crisis may still lie ahead

Kellie Wood believes the US has escaped recession for now, but debt dynamics are moving closer to a breaking point.
Stephanie Gardner
Livewire Markets
Macro

The US economy could contract in Q1 as spending broadly stalls

US GDP could contract in Q1 as consumer spending broadly stalls on higher actual/expected inflation and fears of higher unemployment
Kieran Davies
Coolabah Capital
Macro

US consumers send stagflationary signals about the outlook

The Michigan survey showed consumer unemployment expectations at recession-like levels with a tariff-driven spike in inflation expectations.
Kieran Davies
Coolabah Capital
Macro

Dr Doom: How Nouriel Roubini is thinking about markets in a 'polycrisis'

But rest assured, even this perma-bear has found good news in a world riddled with problems.
Hans Lee
Livewire Markets
Property

Is the US headed for recession?

In financial markets, there’s always something to worry about.
Chris Bedingfield
Quay Global Investors
Macro

Dark clouds ahead: The rising risk of a US recession

Based on recent developments, we believe the likelihood of a recession occurring within the next 9 to 12 months is more likely than not.
Xinyu Ru
Fawkes Capital Management
Macro

This indicator predicted every US recession for 35 years and it’s flashing a major warning for stocks!

US stocks are tumbling and investors are trying to figure out what’s next for the ASX. This indicator may be a critical piece of the puzzle.
Carl Capolingua
Livewire Markets
Macro

Meeting the Sahm rule recession threshold supports a September Fed rate cut

The US unemployment rate has edged above most estimates of the NAIRU for the first time since 2021, supporting a Fed rate cut next month.
Kieran Davies
Coolabah Capital
Macro

The US Sahm rule recession indicator edges up

US unemployment has edged up to almost 4%
Kieran Davies
Coolabah Capital
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