Evercore's Schlosstein on US Recession, Economic Uncertainty

The video discusses the impact of rising interest rates on the US economy, exploring whether a recession can be avoided. It examines the risks of over-tightening monetary policy and the uncertainty surrounding economic conditions. The discussion includes the effects of quantitative tightening on investments and hiring, as well as trends in mergers and acquisitions. The video highlights the challenges faced by companies in navigating these economic conditions and the cautious approach to strategic decisions.

What factors contribute to the uncertainty in the current economic environment?

How might the Fed's actions impact long-term interest rates and financing large deficits?

In what ways might M&A activity change in the current economic climate?