Too Early to Discuss Fed 'Pivot', JPMorgan's Chang Says

The transcript discusses the potential for a recession in the US, with differing views on its timing and severity. While some believe a recession is imminent, others argue that the fears are exaggerated, pointing to current economic growth. The conversation also covers the rapid market rally and its potential causes, including the possibility of a Fed pivot. However, the pivot is seen as premature, with further Fed tightening expected. The discussion highlights concerns about rising unemployment and economic risks towards the end of 2023.

What does the speaker mean by 'disinflation trade' and its implications?

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What indicators suggest a potential recession risk towards the end of 2023?

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