Here’s what I can share right now about Gary Shilling and the latest publicly available news:
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Gary Shilling is a well-known economist and founder of A. Gary Shilling & Co. He has long been a commentator on macro trends, including housing, deflation, and stock market valuations. Recent coverage frames him as warning of recession risks tied to high valuations and structural weaknesses in the economy.[2][3]
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In early May 2026, multiple outlets highlighted Shilling predicting a US recession is “almost inevitable,” pointing to weak housing activity, sluggish real disposable income growth, and elevated stock valuations as signals. He suggested a downturn of 20–30% could be within historical norms, though he didn’t pinpoint a specific trigger.[2]
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Past and ongoing features include Shilling’s frequent appearances on business media (CNBC, Bloomberg) and contributions to investment newsletters, with discussions often focusing on the potential for market corrections in the face of high valuations and persistent headwinds like energy prices and consumer spending dynamics.[5][6]
If you’d like, I can:
- Compile a short, cited summary of his latest public remarks from specific outlets.
- Pull direct quotes from the most recent interviews or articles.
- Create a quick timeline of his major macro views and how they’ve evolved over the past year.
Would you like me to focus on a particular source (e.g., Business Insider/Bloomberg summaries) or provide a broader synthesis with citations?