Our first macro surprise is that inflation in both the US and Europe will fall faster than expected, sooner than expected, surprising policy makers and markets alike and setting off all sorts of changes across economies and markets, notes Jay Pelosky. He discusses takeaways from recent market trends, as well as investing trends in a high-rate environment. He talks about the market impact of a stronger dollar and how the U.S. can avoid a recession. Tune in to find out more about the stock market today.