CalSTRS Ailman Says a Recession Is Coming

The video discusses the Federal Reserve's lack of consensus on the economy, focusing on inflation and recession concerns. It reviews fiscal year positioning, market performance, and the outlook for fixed income and bonds. The credit market's dynamics, including spreads and fundamentals, are analyzed. The video also covers private equity and credit market conditions, emphasizing the challenges and opportunities in bond trading strategies.

What are the expectations for the bond market in the upcoming year?

How does the speaker view the current state of the stock market?

What advice is given regarding trading bonds in the current market environment?