Jefferies Chief Financial Economist on Inflation

The video discusses the impact of various factors on inflation, including labor market dynamics, supply bottlenecks, and energy prices. It predicts continued inflationary pressures in sectors like rental markets and travel. The Fed's potential responses, such as rate hikes and tapering, are analyzed, considering the current employment situation and inflation rates.

What implications does the current labor market have on inflation and the Fed's policies?

What are the potential outcomes of the Fed's tapering strategy in response to inflation?