Fed Likely to React to Inflation in December, TS Lombard Says

The video discusses the performance of US stocks, highlighting their detachment from global trends. It explores economic imbalances and the potential for a recession, noting the absence of severe imbalances seen in past crises. The role of the Federal Reserve is examined, particularly its response to slowing growth and inflation. Market trends are analyzed, with a focus on interest rates and their impact on the economy. The yield curve is also discussed, emphasizing its historical context and implications for future economic conditions.

In what way does the speaker suggest that the yield curve is behaving in the current economic climate?

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What indicators does the speaker mention as crucial for predicting a recession?

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