Economist Greene Sees Market Room to Run on Infrastructure 'Sugar Hit'

The video discusses the lack of significant macroeconomic events affecting the market, focusing on Apple suppliers' reduced orders and retail impacts. It explores global liquidity issues, trade impacts, and the role of passive funds in equity trades. The discussion shifts to Federal Reserve policies, market narratives, and potential recession timing, suggesting that infrastructure spending could delay a recession.

What does the speaker suggest about the consensus view of economists regarding a recession?

In what way does the speaker believe infrastructure spending could affect the market?