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Podcast: Money Life with Chuck Jaffe
Episode: Boston Partners' Mullaney: Recession is coming, but not til '23
Description: Michael Mullaney, director of global markets research at Boston Partners says that consumer demand should support the economy for the remainder of 2022 "without significant dire consequences," but he notes that 2023 is "another whole can of worms" and the Federal Reserve's plans to squash inflation is likely to have side effects that create a recession in 2023. Mullaney talks about the market's fundamental and technical sides, identifies segments and sectors he expects to lead and lag, and more in a wide-ranging Big Interview. In the NAVigator segment, Sam Brothwell, director of research at Energy Income Partners, says that the current cycle o...