Strategists Debate Fed's Path, Impact

The video discusses the potential pivot of the Federal Reserve and presents differing views from Wall Street strategists. Michael J. Wilson from Morgan Stanley believes the Fed will continue hiking rates, increasing recession risk, while Mislav Majka from JP Morgan Chase suggests inflation is peaking, leading to a more balanced policy. The video also covers how to gauge a recession using economic indicators and discusses inflation trends and the Fed's response.

What is Michael J. Wilson's perspective on the Fed's actions regarding interest rates?

What is the overall sentiment regarding the stock market rally according to Morgan Stanley?

How does Mislav Majka's view on inflation differ from that of Michael J. Wilson?

What indicators does the National Bureau of Economic Research use to gauge recession?

What did Loretta Mester suggest is necessary for the Fed to pause rate hikes?