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InsideArbitrage Special Situations Newsletter: November 2023

  • November 1, 2023
At the start of this year most market participants, myself included, expected a recession in the second half of 2023 given the fastest pace of interest rate increases we have seen in a generation. Instead of a recession, the economy appears to have accelerated. From a revised Q2 2023 GDP number of 2.1%, we now have an advance estimate of 4.9% for Q3 2023 GDP. So much for the predictive capability of inverted yield curves and worries about a hard landing.   Please check out the full newsletter from the attached PDF.

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