FAB's Ballard on the Pace of Fed Tapering

The transcript discusses the market's tolerance for tapering, the role of central bank communication in shaping market sentiment, and the potential impact of faster tapering on risk assets. It also covers global risks, particularly focusing on US-China relations and trade issues, including tariffs and Taiwan. The discussion highlights the importance of addressing inflation and the strategic considerations in international trade and economic policies.

In what ways does the speaker suggest that inflation should be addressed?

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What are the key issues surrounding the U.S.-China trade relationship as highlighted in the text?

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How does the speaker describe the current state of the relationship between the U.S. and China?

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