A Recession Is Coming: Invesco's de Longis

The video discusses the strategy of going overweight on equities despite an anticipated recession in late 2023. It highlights the potential for market fluctuations and the supportive role of cyclical assets. The discussion includes global economic trends, such as China's partial reopening and the Fed's potential pause in tightening. The video concludes with an outlook on inflation, oil prices, and credit spreads, suggesting a positive market environment in the near term.

What is the significance of the news flow from China in the context of the economic outlook?

What indicators are suggested to monitor in the coming months regarding the economy?