Inflation, Interest Rates, & Slow Economic Growth Impacting Markets

<p>"Markets are focused on a battle between inflation, interest rates, and economic growth. The base case appears to be a mild U.S. recession. I am focused on currencies and credit markets. Employment data will be key for signs of easing labor market pressure. Today's stock market move to the upside has to do with investors are expecting that the Federal Reserve could take a pause if economic growth slows," says Stephen Kolano.</p>