"Make no Mistake—A US recession would bring down the entire world."

IS THE US [AND BY PROXY THE ROW] NOW UNINVESTABLE?

IS THE US NOW UNINVESTABLE?

Dario Perkins for TSLombard

Clickbait title I admit, but the market gods clearly don’t take kindly to hubris, which is why US equity strategists suddenly find themselves on TV having to admit that there might be “interesting opportunities” in the rest of the world. My latest Macro Picture looks in detail at why the US exception…