In the latest episode of The Portfolio Fix, Marco Bravo provides AAM’s gloomy outlook on inflation, interest rates, unemployment and growth for 2023. Andy Bohlin describes why the Chemical & Packaging Sector can give an early glimpse into economic cycles and the indicators that are suggesting a deteriorating economy.

Sources: Bureau of Economic Analysis, Blue Chip Financial Forecasts, Federal Reserve, Bloomberg, Department of Labor, Goldman Sachs

This episode of The Portfolio Fix was recorded on October 6 and October 19, 2022.  Any timely data or views should be considered as of this date unless otherwise specified.


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