Sri-Kumar: base case is something breaks soon

Komal Sri-Kumar, president of Sri-Kumar Global Strategies, joins ‘Squawk Box’ to discuss the latest market trends, the Fed’s inflation fight, why he believes the Fed will hold rates steady again at its next policy meeting because ‘they just don’t know what to do’, and more. Here is a direct video link.

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Where’s the recession?

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Bear markets bottom after central banks near the end of easing efforts

As central banks resume easing in 2024, a bear market bottom should follow months later. Waiting for cyclical lows may feel challenging, but not waiting ends much worse.

Here at the end of 2023, confidence in the economy and the financial markets is a lot higher than it was at this time a year ago. Is that confidence justified? Or will 2024 deliver a rude awakening? Here is a direct video link.

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