Videos & Podcasts

Macro Matters

US recession risks – the Fulcrum and Sahm models

As at 15 November 2023

In this video Gavyn Davies, Executive Chairman and Co-founder of Fulcrum Asset Management and Andy Bevan, Partner, and Economic Advisor discuss:

  1. Why a soft-landing scenario looks increasingly likely
  2. The reason for the drop in bond yields since October
  3. The relevance of the Sahm rule in the current environment
  4. What Fulcrum’s nowcasting is telling us in terms of recession risk
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