What to Watch Next Week

The video discusses the relevance of different types of data for market participants, emphasizing the importance of CPI and manufacturing indices as recession indicators. It compares market data with fundamental data, highlighting the FOMC's split focus on short-term data versus secular trends. The video concludes by stressing the significance of inflation and wage growth data in economic analysis.

What are the key numbers that the speaker believes should matter in market analysis?

How does the speaker differentiate between market data and fundamental data?

What factors does the speaker suggest could lead to a stronger case for monetary policy changes?

What is the significance of the 50 basis point cut mentioned in the discussion?

Why does the speaker emphasize inflation and wage growth in the context of market data?