Inflation on the Ground Has Peaked: Wharton's Siegel

The video discusses the current state of stock market volatility, highlighting attractive levels for long-term investors despite recent losses. It examines the Federal Reserve's potential interest rate cuts and market expectations, suggesting that the Fed may not need to raise rates as much as anticipated. The discussion also covers commodity prices, particularly oil, and the labor market's struggle to keep up with inflation. Finally, the video analyzes bond yields and the economic outlook, emphasizing the need for the Fed to avoid over-tightening and causing a recession.

How does the speaker view the labor market in relation to inflation?

What caution does the speaker express regarding the Fed's actions in 2023?