Risk Aversion, European Gas Prices, Yen: 3-Minute MLIV

The video discusses the interplay between COVID-19, fixed income markets, and inflation, highlighting the need for higher yields. It examines the European gas crisis, the US treasury market's reaction to labor market conditions, and the potential recession in the US. The video also explores the yen's depreciation due to Japan's economic policies and global inflationary pressures.

What does the speaker suggest about the timing of a potential recession in the US?

In what way does the speaker believe the jobs market influences inflation?