Markets Shifting From Inflation to Growth: Dan Suzuki

The video discusses the Federal Reserve's interest rate trends, highlighting that historically, the average duration of holding peak rates is 11 months. The conversation shifts to how economic growth rates will influence future Fed policies, suggesting that slower growth may lead to prolonged tight monetary policy. The focus is moving from inflation to growth, with an emphasis on defensive market strategies.

What does the speaker suggest will be the main driver of surprises in the markets?

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What is the speaker's bias regarding growth, and how does it affect their market strategy?

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