Capital Markets Summer 2022: Revealing Recession Patterns
III
Mounting Headwinds Economic Crosscurrents
I
Tailwinds
• Strong labor market
II
• Healthy corporate and consumer balance sheets
• Recovery in depressed economic areas
• Supply chain pressures easing
III
IV
Headwinds
• Tightening monetary policy
• High Inflation
V
• Geopolitical conflict
• Less accommodative fiscal policy
16
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