The Probability Of A Recession Is Lower Than You Think

The probability of a recession in the U.S. and global economy this year is much lower than most previously believed, notes Phillip Colmar. He discusses economic trends investors should be watching, as well as what inflation data means for Fed policy. He talks about how the market has been mispriced in expecting Fed rate cuts later this year. He also goes over how equity investors need to be selective and positioned in markets that have valuation support and relative earnings. He then examines how recession expectations are affecting markets. Finally, he looks at technology and communications stocks trends highlighting Apple (AAPL), Amazon (AMZN), Alphabet (GOOGL), Meta Platforms (META), and Microsoft (MSFT). Tune in to find out more about the stock market today.