The immaculate disinflation narrative is likely to be replaced by a sticky inflation theme, notes Darius Dale. He previews the FOMC meeting which begins tomorrow. He talks about investing in a “sticky inflation” environment. He mentions that a U.S. recession is likely in November 2023- April 2024. He highlights that the resilient U.S economy theme is likely to persist for 3-6 months and may perpetuate chase into U.S. equities. He then goes over market trends to monitor. Tune in to find out more about the stock market today.