The Fed's Threat to a Recession

A lot of analysts focusing on the American economy are very worried that the Federal Reserve will have to essentially cause a recession. Is that a problem for emerging markets? Could it actually be good because for the first time in a very long time, US inflation is actually higher than the rest of the world? How are you sort of thinking about this? Yeah, I think they have a problem is I don't think they're going to be able to get inflation and control without causing a recession.

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