Gundlach Warns Recession to Start in Few Months, Fed to Cut Rates

The video discusses the ongoing debates about a potential recession and the impact of Fed rate cuts on the market. It highlights the stress on regional banks due to high yields offered by money markets and the inverted yield curve. The discussion also covers market positioning, lending surveys, and the potential economic impact of Fed policies, including the risk of inflation and changes in the value of the dollar.

What role do lending surveys play in understanding the behavior of regional banks during economic uncertainty?

In what ways might the regional banking crisis impact the dollar and gold prices?