Inflation Battle Continues

The video discusses key market drivers, including retail challenges and manufacturing data, impacting equities and bond markets. It highlights consumer spending shifts, inflation concerns, and Fed rate expectations. The economic outlook suggests potential recession risks, with a focus on investment strategies in equities and sectors like energy and growth stocks.

What concerns were raised regarding the retail sector?

How do higher energy prices affect consumer budgets according to the discussion?

What is the likelihood of a recession in the next 24 months as discussed?