How Do Markets Price Yellen?

The video discusses Janet Yellen's appointment as Treasury Secretary and its implications for markets, particularly equities and bonds. It explores the potential impact on fiscal policy, inflation, and the commodity market, with a focus on oil and US-Iran relations. The discussion also covers inflation expectations and economic trends for 2021.

What are the implications of the vaccine optimism on U.S. equities according to the discussion?

What factors are expected to influence the commodity market in 2021?

How does the speaker view the current state of inflation and its future trajectory?