Mahajan: Too Early to go in on Growth Tech

The video discusses the potential peak of inflation in the USA, analyzing recent trends in oil and commodity prices. It explores economic uncertainty, projecting a possible decrease in headline inflation by year-end. The discussion includes the risks of a recession, the strength of the labor market, and investment strategies, emphasizing value and defensive sectors over growth tech sectors in the current economic climate.

What factors are contributing to the potential cooling of headline inflation?

• Increased oil prices

• Slower consumption and cooling housing markets

• Rising commodity prices

• Higher wage gains

By the end of the year, what is the projected headline inflation rate according to the discussion?

• 2%

• 3%

• 6.5%

• 8%

What is the base case scenario regarding the possibility of a deep or prolonged recession?

• There is no scope for a deep or prolonged recession

• A deep recession is inevitable

• Recession will be mild but prolonged

• A prolonged recession is likely

Which market sectors are considered safer investments during inflationary periods?

• Luxury goods and services

• Defensive and value sectors

• Cryptocurrency and digital assets

• Technology and growth sectors

Under what conditions might growth sectors become more attractive?

• When inflation trends increase

• When commodity prices rise

• When the Fed increases interest rates

• When inflation trends decrease and the Fed eases its policies