Plotting the Next Moves by the Federal Reserve

The transcript discusses the Federal Reserve's considerations regarding a potential March rate hike, with Janet Yellen's role in preparing the markets. It highlights the alignment among Fed board members and the market's reaction to recent statements. The discussion also covers the Fed's journey in 2017, expectations for rate hikes, and the balancing act required in light of financial conditions and fiscal stimulus. The impact of Trump's policies on the Fed's decisions is also examined, noting the potential delay in stimulus and its effects on financial conditions.

What are the implications of Janet Yellen's current stance on the March rate hike?

How has the sentiment around financial conditions changed according to the recent discussions?

What factors are influencing the Federal Reserve's decision-making process as discussed in the text?

What is the significance of the Fed's balancing act mentioned in the discussion?

How does the market's expectation of fiscal stimulus relate to the Federal Reserve's actions?