What Are the Biggest Headwinds for U.S. Stocks?

The transcript discusses the implications of Federal Reserve policies on the economy and markets. Experts debate whether the Fed should continue its current path or pause to assess more data. The conversation covers the state of the US economy, inflation expectations, and market volatility. It highlights the need for better fiscal policy and examines investment strategies, particularly in small-cap stocks.

What did James Bullard express concern about regarding inflation expectations?

What factors are contributing to the current economic sentiment according to the discussion?

How do the speakers view the performance of small-cap stocks in relation to the broader market?