We're In a 'Rolling Recession'

The video discusses market nervousness due to weaker economic data and the potential for a recession. It examines asset inflation and the deflation of market bubbles, particularly in housing, cryptocurrencies, and big tech. The role of the Federal Reserve in managing inflation is analyzed, with a focus on CPI and shelter costs. The video concludes with speculation on future Fed actions and their impact on the market.

What are the anticipated effects of the Fed's actions on inflation metrics like CPI?

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What components of inflation are expected to roll over, and why?

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What questions are expected to arise during the Fed's press conference?

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