As the end of summer approaches, there are many shifting market dynamics and government policies. Arthur Hogan (@arthurhoganIII), Chief Market Strategist at B Riley Wealth Management, shares deep analysis of retail sales and consumer confidence, breaks down the various recession indicators and highlights the challenges in predicting economic downturns. He emphasizes the importance of understanding the lag time in monetary policy's impact on the economy, using historical context to navigate current market conditions. They also discuss the Federal Reserve's approach to inflation and interest rates, pondering whether the central bank's actions are too restrictive or not enough.

Production Note: The views expressed are those of the presenters and do not necessarily reflect the views of B. Riley Wealth or its affiliates. B. Riley Wealth, nor its affiliates, makes no representation concerning and does not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion or view presented.

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