Why Is Everyone Talking About the Fed's March Meeting?

The transcript discusses the potential for a rate hike in the March meeting, influenced by upcoming speeches from key Fed figures and economic data. It examines market reactions to earnings and policy uncertainty, highlighting the impact of Fed and Trump administration policies. The discussion shifts to corporate tax reform and fiscal stimulus, noting political challenges. Finally, it provides an outlook on bond and currency markets, considering inflation expectations and Fed communication strategies.

What are the expectations regarding corporate tax reform as discussed in the text?

What is the speaker's outlook on the bond market and inflation?