Kettner: Things Looking Ominous

The video discusses the global economic outlook, highlighting risks and leading indicators across various sectors and regions. It examines the viability of the 60/40 investment portfolio strategy in the current economic climate, suggesting potential adjustments to include more commodities. The discussion also covers market trends, particularly in equities and bonds, and the implications of a potential Federal Reserve pivot on future economic conditions.

In what ways might the bond market be affected by current economic conditions?

How does the speaker view the future of equities in light of current market trends?

What is the significance of the CPI data in relation to the FMC meeting?