In this episode, our market strategists break down the latest GDP and inflation readings and what they mean for the 'soft landing' scenario, where the economy slows without tipping into recession.
We look at the leading indicators that have softened, from manufacturing surveys to hours worked, and separate the signals from the noise. Then we debate how much room the Fed has to cut rates before the next meeting.
Finally, we answer listener questions on whether to add duration to bond portfolios and how to position for a potential growth scare.
Key takeaways
- Soft landing means slower growth without recession
- Leading indicators have softened but labor holds up
- Bond duration is a live debate for the next quarter
