UBS: U.S. Inflation to Hit 8.5% in March

The video discusses the current state of equity markets, focusing on inflation expectations and the Federal Reserve's interest rate plans. It examines the impact of oil prices on consumer spending and company earnings, highlighting mixed signals in various sectors. The video also addresses concerns about rate hikes and the dissonance between stock and bond markets, analyzing the implications of an inverted yield curve and its predictive power for recessions.

What mixed signals are mentioned regarding consumer spending and earnings reports?

What does the speaker suggest about the predictive ability of the inverted yield curve?