Bertoni: Expect Slowdown, Not Recession

The video discusses the potential for a US recession, analyzing economic indicators like GDP growth, wage inflation, and job market trends. It explores the impact of these trends on the bond market, particularly in the context of quantitative tightening (QT). The discussion includes future yield projections and the Federal Reserve's role in managing market expectations. The video concludes with an examination of the equity market and potential investment alternatives in fixed income.

How might the Federal Reserve manage market expectations regarding interest rates?

What factors could influence the correlation between real rates and stock performance?

What are the potential investment opportunities mentioned in the fixed income market?