Is The Economy Too Strong?

The economy continues to outperform expectations, confirming many of the trends discussed in my previous video, The Case for a Strong Economy. But can an economy become too strong? History suggests that excessive growth eventually creates inflationary pressures, rising interest rates, and the conditions for the next phase of the business cycle. In this video, we'll examine the latest economic and financial data to determine where we stand today and what investors should watch next. By the end of this video, you'll understand why the business cycle—not the headlines—holds the key to the market's next move.

Video Length: 00:16:47