1% Growth. Zero Jobs | Jim Paulsen on the Recession Investors Are Missing
Jim Paulsen argues that 89% of the economy is already in a 'growth recession' (1% growth, zero jobs) while a small 11% 'new era' tech sector masks the weakness, suggesting investors should look through geopolitical 'Trumpetility' to buy beaten-down international equities as Fed easing becomes more likely than sustained inflation.