Is a Recession Coming? Neil Dutta on Signals He’s Watching
The Important Part: Investing with Liz ThomasShow Notes
Markets have remained resilient in 2026. But beneath the headline strength, some signals are getting harder to ignore.
In this episode of The Important Part: Investing with Liz Thomas, Neil Dutta, Head of Economic Research at Renaissance Macro, joins Liz to break down how he is reading the current market and economic backdrop. While recession is not his base case, Dutta explains why he believes certain risks may not be fully reflected in current market expectations.
The conversation explores the labor market, inflation, market cycles, and the disconnect between areas of the economy that continue to hold up and areas that may be showing signs of weakness. Dutta shares the signals he is watching and why this moment may be more complicated than the headlines suggest.
For more, read Liz’s column every Thursday at On The Money by SoFi, and follow Liz on Twitter @LizThomasStrat.
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