U.S. recession vs. (continuing) fiscal stimuli
Daily Thoughts 31 Mar 2025
From Tuomas Malinen on Geopolitics and the Economy.
Today, I want to continue a bit on the recession metric build by our analyst-partner Mate Suto at GnS Economics. It is now signaling a recession warning for the U.S. I posted this video to X yesterday evening.
However, in this cycle, nothing is as it seems because of the massive fiscal stimulus, or ‘stimuli.’ This is the NPL recession-metric from the Weekly Forecasts of GnS Economics, published yesterday.
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