Recessions always start with an economy that’s been booming, says Research Affiliates’ Rob Arnott

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Rob Arnott, founder and chairman of the board of Research Affiliates, joins ‘Squawk on the Street’ to discuss finding opportunities in the market, the probability of recession, and more.

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22 COMMENTS

  1. After a massive rally in stocks came and yields collapsed, bond yields and the major averages are higher on Wednesday. How do we deal with such market conditions? Typically my $2m worth of holdings go up 8% then lose 20% right after and the cycle continues.

  2. This recession is most likely the result of an external factor. For the first time in decades, the United States is losing its clout as a federal reserve currency. They don't have any more economies to use to control inflation, and less money is being spent on stock and oil trading than in the past. They all lend support to the idea that a new multilateral world order is in the works.

  3. Biden will want to borrow trillions more just to get reelected. He released the strategic petroleum reserve pre election, no one has said if he filled it back up. Two job openings for every job seeker? How about you need two jobs to survive. Low quality no benefits jobs hardly count.

  4. supply/demand in housing is stagnant. No demand as buyers look for lower rates, seller waiting for demand to pick up to sell. Both situations come with lower rates. Supply doesn't go up until rates come down when it comes to builders.

  5. Stocks are massively overvalued by booming economy which has been caused from over stimulation of excess liquidity. The party is over and the hangover has just started

  6. The US economy is grappling with uncertainties, global fluctuations, and pandemic aftermath, causing instability. Rising inflation, sluggish growth, and trade disruptions need urgent attention from all sectors to restore stability and stimulate growth.

  7. The FED is to be blamed for economic crisis, they ultimately benefit from buying failed banks, houses or even cars cheaper. Oh well, they can print credit as long as someone will borrow it into existence, but production cannot be printed. Right or wrong?

  8. Morons speak in absolutes. They called it a recession because of two very small negative GDP quarters back to back. Spending is high. Americans love to spend

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