Market Has Thrown Out All Reflation Trades, Purimi Wealth CIO Says

The transcript discusses the uncertainty in the markets due to the Federal Reserve's potential future rate hikes. It highlights the shift from a focus on reflation to concerns about inflation, and how the Fed's narrative has changed, impacting market reactions. The discussion also covers the Fed's long-term projections and the market's response to these signals, emphasizing the unpredictability of future economic conditions.

In what ways has the Fed's narrative changed recently according to the text?

What are the potential consequences of the market's reaction to the Fed's signals?