New Inflation Regime

The video discusses the impact of the Federal Reserve's policies on bond markets, highlighting the influence of interest rate hikes and balance sheet reductions. It examines the effects of the Ukraine conflict on inflation and supply shocks, and analyzes the risks of recession as indicated by the yield curve. The discussion also covers the Fed's strategy to control inflation and its potential economic implications.

What recent changes in the Federal Reserve's policy have impacted the fixed income market?

How have the events in Ukraine contributed to the current economic situation?

What are the implications of the anticipated CPI print for inflation expectations?

What factors are contributing to the recent shifts in the yield curve?

What challenges does the Federal Reserve face in balancing inflation control and economic growth?

How does the current economic climate compare to previous inflation regimes?

In what ways is the bond market signaling future inflation trends?