Robertson Stephens' Garretty on US economic outlook

The video discusses recent economic growth, highlighting inventory accumulation as a key factor. It examines consumer spending trends and their impact on recession risks. The discussion shifts to the Federal Reserve's monetary policy, debating interest rate adjustments in response to inflation. Finally, it explores inflation drivers, employment trends, and the shifting power dynamics between employers and employees.

How does the concept of a 'soft landing' relate to the current economic situation?

What are the possible actions the Fed might take in response to current economic indicators?

What concerns does the Fed have regarding inflation and wage pressures?