Hard vs. Soft Landing

The video discusses the market's reaction to recent inflation data, highlighting the differences in responses between equity and bond markets. It covers the Fed's potential rate hikes and the implications for terminal rates. The discussion also touches on the impact of rising discount rates on equities, the Fed's commitment to its inflation target, and the potential for economic slowdown. Labor market conditions, leading economic indicators, and the role of small businesses are examined. The video concludes with a focus on consumer debt and its implications for the economy.

What indicators suggest a possible economic slowdown despite a tight labor market?

How does household debt impact consumer spending and the economy?

What are the implications of the tech layoffs on the overall labor market?