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Feb 25 2019

Balance Sheet Recession Risk?

  • Feb 25, 2019

Arguably, the biggest risk facing the stock market is a recession. Currently, traditional recession gauges are mostly comforting and a key indicator—balance sheet health—is remarkably strong. Often, recessions occur when financial health deteriorates, limiting household or business capabilities and lowering confidence.

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James Paulsen

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James Paulsen / Chief Investment Strategist

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