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?

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

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

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