Markets Recognizing U.S. Economy Not at Risk of Recession, Advisors Capital Says

The video discusses the strong economic growth in the US and its impact on the yield curve, suggesting potential interest rate hikes. It highlights the risks of inflation due to a tight labor market and the Fed's current pause in policy changes. The discussion also covers market reactions to potential Fed actions and the timing of rate hikes, emphasizing the importance of inflation data in future decisions.

What does market theory suggest about wage inflation and its timing?

What factors could lead the Fed to start raising interest rates again?