Citi Economists Say US Recession Might Be 'Pushed Out'

The video discusses the fluctuating economic narratives and the potential for a soft landing, despite City economists predicting a recession next year. It explores how the strength of current macroeconomic data might delay the recession. The video also examines investment strategies, particularly in tech companies, emphasizing the importance of fundamentals and growth in a high-rate environment.

What are the implications of the changing narrative in economic data for market strategies?

How do City economists view the possibility of a recession in the near future?

What factors are influencing the current market's perception of tech companies?

In what ways has the market's focus shifted this year compared to last year?

What role do fundamentals play in the current market environment according to the text?