JPM's Fitzsimmons on Markets

The video discusses the November rate expectations, focusing on potential rate hikes and market reactions. It analyzes the RBNZ's decision-making process amid inflation targets and supply shortages, and the impact on the Kiwi and Aussie dollar dynamics. The potential actions of the RBA regarding QE tapering in light of Australian lockdowns are also explored. Finally, the video examines the strength of the dollar and market trends, considering the Fed's tapering plans.

How has the market reacted to the recent changes in rate expectations?

What impact might the ongoing lockdowns have on the RBA's monetary policy decisions?