Are We in Late Cycle?

The video discusses the concept of the late economic cycle, highlighting decelerating growth and tightening liquidity. It explores market confusion, defensive sector rotation, and the potential role of tech as a defensive asset. The discussion includes market volatility, cash strategies, ongoing supply chain challenges, and inflation trends, with implications for Fed policy.

How has consumer behavior impacted supply chain issues according to the discussion?

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What challenges do retailers face with inventory management during the holiday season?

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In what ways might the industrial sector's performance differ from the retail sector's performance?

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What are the implications of inflation expectations on Fed policy?

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