In this Deep Dive, Partners Jeff Otis and Jeff Dicks (Evergreen’s co-CIO) discuss our most recent Evergreen Chartbook. The Chartbook explores the current state of the economy, markets, and Evergreen’s general outlook.
Some questions they explore are:
- What are we seeing right now with inflation?
- Where do things stand with the Fed?
- Bloomberg has a 33% probability of a US recession over the next 24 months. Does the yield curve point to a future recession?
- What is going on in the market? Bonds, treasury yields, stocks, and corporate bonds are all reacting. How do we interpret this?