Labor economist David Blanchflower discusses US labor outlook and potential recession. CEO Leland Miller talks about China's growth and EV overcapacity thesis. Bank earnings and industry risks are covered by Chris Whalen. Susan Collins from the Boston Federal Reserve is also featured.

Boston Fed President Susan Collins discusses the lack of urgency to cut interest rates, citing high inflation and strong labor market. Topics include inflation data, interest rate predictions, cautious optimism in the economy, and analysis of economic policy impact on sectors like housing and labor markets.