Schwab's Jones Expects a More Hawkish Tone From Fed

The video discusses the hawkish tone of the Fed and its potential impact on the bond market. It addresses the president's comments on the Fed, categorizing them as noise. The FOMC's perspective on trade tensions and inflation is explored, with a focus on the labor market. The Fed's framework and the concept of the neutral rate are examined, highlighting the challenges in determining it. Finally, the video covers hedged positions and their implications for the US market, noting the low yields of European bonds.

What concerns did the Fed express regarding the labor market?

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What is the projected neutral rate according to the Fed's projections?

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