InTouch Capital's Elmer: Inflation Concerns Here To Stay

The video discusses market risks, inflation concerns, and the relationship between yields and equities. It explores bond market dynamics and the impact of global interest rate movements. The FOMC's role in shaping market expectations and potential policy shifts are also analyzed.

What is one of the main concerns discussed in the context of the current economic climate?

• Deflation

• Recession

• Inflation

• Stagnation

What is the expected relationship between higher yields and equities according to the transcript?

• Higher yields always lead to higher equities

• Higher yields have no impact on equities

• Higher yields can coexist with higher equities

• Higher yields always lead to lower equities

Which asset class is mentioned as having a muted response to yield movements?

• Real Estate

• Foreign Exchange

• Equities

• Commodities

What is the potential impact of rising yields on equity markets?

• Indirect impact

• Negative impact only

• No impact

• Direct impact

What is the FOMC expected to provide more direction on?

• Unemployment

• Yields

• Trade policies

• Interest rates

What could be a catalyst for tapering according to the transcript?

• Decrease in unemployment

• Stable inflation outlook

• Aggressive upgrade in inflation outlook

• Decrease in growth outlook

What is the potential risk associated with the FOMC's forecast upgrades?

• Stagnant growth

• Dovish shift

• Hawkish shift

• Deflationary pressures