Insigneo's Riesgo on the US Markets

The video discusses the current state of major markets, focusing on the US labor market's resilience and the Federal Reserve's inflation strategy. It highlights the Fed's lack of transparency regarding its inflation targets and the potential impact of upcoming elections. The video also explores risk-taking behaviors in the credit market and provides insights into sovereign debt and investment strategies.

In what context does the speaker mention the potential for a severe recession in the US?

What does the speaker suggest about the future of interest rates based on current economic conditions?