The Emerging Markets and the Yield Curve

Yield inversion, recession fears, weakening dollar after a really big rally. How do we make sense of all this? I think this is, look, soft landings are like 5% probabilities. If the labor market stays really, really strong and the Fed can't break it., then we have no deep recession with a little higher inflation than we'd like. But if, and here's another thing, I love macro. I love it. It's so interesting to me. Geopolitics rocks my world. But if you follow it, it's so negative all the time. You know what the cloud over his head? There's so much strife and ugliness and corruption