Mahajan: Too Early to go in on Growth Tech

The video discusses the potential peak of inflation in the USA, analyzing recent trends in oil and commodity prices. It explores economic uncertainty, projecting a possible decrease in headline inflation by year-end. The discussion includes the risks of a recession, the strength of the labor market, and investment strategies, emphasizing value and defensive sectors over growth tech sectors in the current economic climate.

What are the recent trends indicating about peak inflation in the United States?

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How might the average prices of oil and commodities affect headline inflation?

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What factors could lead to a downward trend in core inflation?

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What is the speaker's view on the likelihood of a deep, prolonged recession?

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What considerations should be made regarding investments in growth tech sectors during rising rates?

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