Why "Pausing" May Be The New "Tightening"
b'With an economic/credit crunch ahead of us, a formal recession becomes more likely, notes Kevin Gordon. He and Jeffrey Kleintop discuss tech sector strength leading market rally. Kevin mentions that disinflation and deflation are very much cases of "careful for what you wish for." Jeffrey highlights that technical indicators of bank stress are fading and international outperformance continues. They then go over why "pausing" may be the new "tightening." Tune in to find out more about the stock market today.'