Money in the Market: Is a second wave of inflation on the horizon?

The U.S. economy has surprised analysts and investors alike, posting stellar results despite continuing predictions of a looming recession. It posted two quarters of positive growth in the first half of 2023, and both the labour market and consumer spending are expected to remain strong in the months to come. So should recession fears be put to bed entirely, and will we face a hard, soft, or perhaps even a trampoline landing? Additionally, could we witness another wave of inflation, with commodity prices on the rise? On Money in the Market, Hongbin Jeong speaks to Laurent Lequeu, Head of Portfolio Management & Research, Lumen Capital Investors, to find out more. See omnystudio.com/listener for privacy information.