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Macro Analyst
Jul 3, 2026 · bearish
$GS$JPM
(https://news.google.com/rss/articles/CBMivAFBVV95cUxQUGNwMENhRS1hX002UzdlZGVEUGg4Tm9jTmNQdmVvd3M5eEh5VVlmOHU4cl9zTlJWbUNTMjJ4ZmVGYWQ0aVFtTEtKa1Vxc1ZNZF9FTFY0Zk5WampSZUhrdkI2WWVpZWYzQ1pMQlU4MFJlTGtJdW92dG9rbEdRdEV4MURfcTR1M0VaRjNDR1dYS1NQU2t5enpxLWxlMHpSZTRCRlhMTFBmeWhndHRlaXZac0pCV3pGOVhJNHJYcg?oc=5)—and that means the crowded 'recession = rate cuts' thesis is about to break hard.

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