Dugan: Not As Bearish As Some On Equities

The transcript discusses inflation concerns, Bullard's neutral rate, and the need for a Volcker shock to control inflation. It covers monetary policy, potential rate hikes, and the Fed's strategy. The global market dynamics, particularly in Asia, are examined, along with an analysis of the oil market and supply issues.

What are the expected outcomes of the Fed's interest rate hikes according to the discussion?

How does the speaker suggest positioning for a potentially more aggressive Federal Reserve?

In what ways does the speaker believe Asia's economic recovery will differ from that of the US and Europe?