Valitas Recession Watch Second Quarter 2018

Posted By: Valitas Capital Partners

The Federal Reserve raised rates to 1.75 - 2% and signalled that the pace of increases may be accelerated. Two more increases are expected this year.
Trade tensions between the U.S., China, Canada, and others as well as the threatened termination of the NAFTA agreement by Donald Trump could hasten a Canadian recession.
Leading investment managers Guggenheim and KKR forecast a recession is likely to occur between late 2019 to mid-2020

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