The U.S. economy may still face a “delayed” recession, says financial analyst Gary Shilling. “We’ve had more strength in employment than probably is commensurate with the state of business,” Shilling told CNBC. In this episode of “The Bottom Line,” Shilling talks about what may be next for the economy — from key indicators and AI to globalization and the Presidential Election.

Chapters:
0:28 Investor sentiment
1:37 Recession risks
3:25 Labor market outlook
5:42 Presidential election vs. economy
6:53 Future of globalization
7:51 Investment strategy
8:54 AI disruption
10:08 Ongoing wars vs. global business

Script and Edit by: Andrea Miller
Production and Camera by: Charlotte Morabito
Additional Camera by: Jordan Smith
Supervising Producer: Lindsey Jacobson
Additional Footage: Getty Images

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Why The U.S. Economy May Have A ‘Delayed’ Recession: Gary Shilling