Growth Up, Inflation Up, Where's the Problem?

The video discusses the Federal Reserve's approach to inflation, highlighting the need for potential rate hikes due to rising inflation indicators. It examines current economic conditions, including growth and unemployment, and debates whether the Fed's 2% inflation target should be a ceiling. The risks of upside inflation, particularly in housing and medical care, are explored. The impact of inflation on markets, especially equities and bonds, is analyzed, with a recommendation to consider inflation-linked bonds due to their current low pricing.

What are the factors that the Fed considers when deciding to raise interest rates?

What does the speaker suggest about the Fed's historical approach to inflation?

What risks does the speaker identify regarding inflation in the medical care sector?

How does the speaker view the relationship between inflation and equities?

What is the speaker's perspective on the current pricing of inflation-linked bonds?