Don't Data Yourself?

The transcript discusses the current economic conditions, highlighting that while the worst may be over, the outlook remains weak. It covers mixed data signals, the role of central banks, and the Fed's monetary policy. The discussion also touches on interest rates, recession risks, and market reactions, emphasizing the importance of stabilization and the potential for economic recovery.

In what ways do the speakers believe the market has incorporated bad news?

What factors contribute to the belief that the 10-year Treasury yields may stabilize?

How do the speakers assess the current state of economic growth in Europe?