Inflation Coming Down, Recession Probable: MKM's Darda

The video discusses the significance of inflation statistics over elections, highlighting the Fed's focus on inflation and the risks of overshooting neutral interest rates. It analyzes CPI and ISM data, suggesting potential improvements in inflation trends. The discussion also covers economic slowdown, labor market deceleration, and the Fed's focus on core inflation, wages, and rents, predicting weaker growth and a possible recession.

What are the lagging aspects of inflation that the Fed is concerned about?

What is the expected impact of weaker growth and potential recession on inflation?