JPM's Kelly: US Inflation Has Peaked, Time to Invest

The video discusses the current state of inflation, suggesting it has peaked and will gradually decline. It highlights the influence of political leanings on economic perceptions, noting that many Americans believe the economy is in recession despite economists' views. The discussion shifts to financial recovery strategies for 2023, emphasizing the importance of investing in equities and bonds. The speaker suggests that despite current economic challenges, this is a good time for long-term investments, as prices for stocks and bonds have fallen, offering potential gains.

What are the expected trends in inflation according to the speaker?

How do political leanings affect people's perceptions of the economy?

What is the speaker's view on the current state of the economy despite public perception?

What does the speaker identify as the most significant economic issue of the year?

What investment strategy does the speaker suggest for long-term investors?