BlackRock's Watson Sees Inflation, Yields Creeping Up

The video discusses the current trends in inflation, noting that while inflation is rising, many factors are considered transitory. It highlights the impact of sectors like commodities and housing, and the role of technology in suppressing inflation. The discussion shifts to the Federal Reserve's accommodative policies, the anticipation of tapering, and the influence of fiscal stimulus from the Biden administration. The video concludes with an analysis of yield trends and market expectations regarding future Fed actions.

What are some sectors where inflation is particularly noticeable?

How does the speaker describe the current state of unemployment?

What factors are mentioned that could suppress inflation?

What is the expected impact of fiscal stimulus on the economy according to the speaker?

What does the speaker suggest about the future actions of the Fed regarding tapering?