Inflation Is Not Out Of Control: Malik

The video discusses recent market trends, highlighting the disconnection between equity and bond markets. It examines CPI and PPI data, suggesting that cooler CPI data may have a more lasting impact. The discussion covers inflation trends, bond market dynamics, and the implications of economic growth and policy on markets. The importance of the yield curve as a market indicator is emphasized, with insights into investment strategies and opportunities in the current economic climate.

How might higher taxes affect earnings growth and market valuations in the coming year?

What are the key indicators that suggest the Fed may begin tapering in early 2022?

What does the flattening of the yield curve indicate about market expectations for growth and inflation?