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To me, context is about pattern recognition.

It's connecting the dots. It's giving readers an ability

to synthesize a number of different perspectives so they can understand how the greater

whole works because nothing really occurs in isolation anymore.

I'm Tim O'Brien and I'm the senior executive editor at Bloomberg Opinion.

On our platform we ask tough questions and solve complex problems with the facts in mind.

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Bloomberg.com slash subscribe.

Investors don't love recessions. Bad things happen when the economy contracts. Top-line corporate growth

stops, revenue and earnings fall, that sends stock prices lower. Ever since the pandemic ended, lots of investors fearing a

recession was imminent have gotten scared out of equity markets that any day

now recession still hasn't shown up.

This is despite the prediction of many well-known economists over the past two years.

There still has been no recession. As it turns out, there are ways

investors can tell if an economic contraction is really coming. I'm Barry Ritoltz and on today's edition of At the Money, we're going to discuss how to accurately

...