Westbourne Research Services' Whelan on US CPI, Recession Outlook

The video discusses the potential impact of interest rate changes on the economy, with a focus on market expectations and the likelihood of a recession. It highlights the earnings forecast of Lufthansa and its implications for the airline industry. The discussion also covers global economic predictions, including China's reopening, Europe's energy crisis, and the Fed's monetary policy. The video concludes with an analysis of recession risks, savings trends, and the resilience of the job market.

What is the market's expectation regarding the interest rate increase?

• A 25 basis point increase

• A 50 basis point increase

• A 75 basis point increase

• No change in interest rates

How did Lufthansa's earnings forecast change?

• It decreased to €1.1 billion

• It remained the same

• It increased to €1.5 billion

• It was not disclosed

What is one of the positive surprises for the global economy in 2023?

• A new pandemic

• A more hawkish Fed

• Increased oil prices

• China's reopening

Which region is expected to be the epicenter of the global downturn?

• Asia

• Africa

• Europe

• South America

What is the current US household savings rate as a percentage of disposable income?

• 29%

• 13%

• 25%

• 7.4%