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Below are some of the most interesting articles, quotes and charts I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning.

Investors have now gone “all in” on the soft landing narrative, just like they did in 1989, 2000 and 2007.

Funny how they forget each time that “it’s all about the lags.”

But there’s one group that clearly hasn’t forgotten and that’s the folks in the c-suite.

And there are indications within the markets that suggest their caution could be warranted.

Longer-term, there may be cause for greater economic volatility than the “soft landing” narrative would suggest.

Thanks for reading and have a great weekend!