Morgan Stanley's Shalett Says 2023 Rests on the Consumer

The video discusses the current economic landscape, focusing on consumer behavior, corporate guidance, and market trends. It highlights the risks associated with consumer spending, the impact of structural changes in the labor market, and the potential for negative operating leverage. The discussion also covers the tech sector's challenges and predictions for economic performance in 2023.

What risks are associated with consumer spending as mentioned in the text?

What are the structural changes in the labor market mentioned in the text?

How does the current consumer savings rate compare to that of 2007?

What does the speaker imply about CEO confidence and corporate guidance?

What potential impact does the speaker foresee regarding tech companies and their estimates?