Dan North's latest blog: US: Fine Now, Not so Good Later
If you are looking for a good, lighthearted summer read, this isn't it. If you want something more like "Game of Thrones," you're in the right place.
The news flow is unusually heavy for August, and at the moment it's somewhat skewed towards the negative. Our central scenario of continued, but slowing growth for the rest of 2019, followed by a significant risk of a recession in 2020 remains intact. Read the details here.