U.S. Economy Moving Into Overheating, Carmignac Gestion Says

The video discusses the current state of the US economy, highlighting the disconnect between market performance and economic fundamentals. It explores the impact of fiscal stimulus on an already full-employment economy, leading to overheating and potential inflation. The discussion covers the Federal Reserve's interest rate policies, market expectations, and the effects on consumer spending and investment. The video concludes with an analysis of inflationary pressures from tariffs and energy costs, and the challenges these pose for future US growth.

What effects are higher interest rates having on the consumer sector?

What role do tax cuts play in the current economic situation?