Recession Risk: Which Sectors Are Least Vulnerable? | ZeroHedge

If, and when, a recession ever occurs again in any of our lifetimes – certainly not in the golden age of Bidonomics, pain will be felt disproportionately as usual.

Sectors which fare better will typically exhibit;

  • Less cyclical exposure
  • Lower rate sensitivity
  • Higher cash levels
  • Lower capital expenditures

As such, Visual Capitalist's Dorothy Neufeld takes a look at the sectors most resilient to recession risk and rising costs, using data from Allianz Trade.  (more…)

Continue ReadingRecession Risk: Which Sectors Are Least Vulnerable? | ZeroHedge

Q3 GDP Revised Higher To 5.2% As Soaring Government Spending Offsets Lower Private Consumption | ZeroHedge

While few will bother with today's extremely stale 1st revision of Q3 GDP data, now that the discussion has turned from how high and how long the Fed will hike, to when the first rate cut will come, moments ago the Biden BEA reported that in its second estimate of third quarter GDP, the revised print was even higher than initially reported, and instead of the original 4.880% number it was actually 5.160% (rounded to 5.2%), the highest since Q4 2021 and above the 5.0% estimate. (more…)

Continue ReadingQ3 GDP Revised Higher To 5.2% As Soaring Government Spending Offsets Lower Private Consumption | ZeroHedge