What do you do when raising interest to fight inflation makes inflation rise much faster, but not raising rates allows inflation to keep rising? We are seeing that now in housing.
I think you two do a great job. I guess his thing is he belives the economy is doing great and a recession can't hit in that situation. Where you show it can be some form of stagflation.
Wolf seems to disagree with you on the up coming recession. I would have to be more in your camp about how things are going. I know we keep saying this but next year is going to be interesting. Hope you are doing well.