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Skanda Amarnath & Michael Gayed: Unraveling the Fiscal Policy-Inflation-Asset Prices Nexus

Lead-Lag Live

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The Upcoming Catalyst for the Economy, the Fed, and the Markets

The bigger catalyst from my vantage point is when the market starts to care about the rolling over of very low rate corporate debt next year. But what are some of the things that you're looking at now? Yeah, for me, I'll start with a really short term in terms of let's start with this week. So here may GDP release. And I think for people who were thinking the Q1 was going to be a recession, maybe there's some shock but I actually think the GDP is one of the most overrated and less useful indicators of the economy in general.

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