Alessio de Longis Sees U.S. Past Peak of Business Cycle

The video discusses the importance of retail sales and other economic indicators in assessing the US economy's slowdown. It examines the Federal Reserve's interest rate decisions, highlighting the debate between preemptive hikes and data-driven approaches. The bond market's response to these economic conditions is analyzed, focusing on yield curve dynamics. The video also explores global fiscal policy changes and political events, such as elections, impacting economic strategies. Finally, it delves into the Bank of Japan's approach to negative interest rates and asset purchase programs.

What is the significance of retail sales numbers in understanding the economy?

How do leading indicators influence the perception of the US economy's current phase?

What are the implications of a potential preemptive hike by the Fed?

Discuss the relationship between fiscal policy discussions and the yield curve.

What changes might the Bank of Japan consider regarding their asset purchase program?