Jan Hatzius: I'm Not Very Worried About a Recession

The transcript discusses the economic outlook, focusing on full employment, rate hike forecasts, and market expectations. It evaluates the risks of overshooting full employment and the challenges of achieving a soft landing. The conversation also covers the likelihood of rate hikes, market pricing, and the potential for a recession. It contrasts corporate optimism with investor caution, highlighting differing views on economic growth and Fed policy.

What is the speaker's perspective on the Fed's approach to rate hikes?

How does the speaker differentiate between the views of investors and corporate CEOs regarding economic growth?