SocGen Says Corporate America Not Worried About Recession

The video discusses expectations around Fed funds rates, highlighting the influence of the Federal Reserve's guidance on market perceptions of neutral policy rates. It explores the potential impact of inflation and trade wars on yield curves, noting that not all inverted curves lead to recessions. The video also contrasts the optimistic outlook of American corporations with concerns about global economic factors. Finally, it examines the role of fiscal easing in economic cycles, suggesting that late-cycle fiscal policies may hasten the end of the current cycle.

What concerns do institutional money managers have according to the speaker?

What does the speaker suggest about the longevity of the current economic cycle?