Trade Dispute Has Given Us an ‘Air Pocket’ in Global Growth, Says Aletheia Capital

The transcript discusses the impact of trade disputes, particularly between China and Japan, on global economic growth, highlighting a decline in industrial production. It examines market reactions and investor sentiment, noting positive trends in US and Chinese markets. The discussion also covers recession risks, emphasizing the Federal Reserve's policy changes to mitigate these risks and the potential for a strategic shift in central bank approaches.

What concerns do policymakers have regarding the next recession?

What shift in central bank policy is suggested in the text?