Societe Generale Expects Two Rate Hikes in 2017

The transcript discusses the US economy's current state of full employment and the urgency of raising interest rates. It highlights Janet Yellen's handling of fiscal policy expectations and market reactions. The conversation touches on inflation risks, the business cycle, and the impact of fiscal stimulus on corporate growth. It also examines market perceptions of the Federal Reserve's actions and the role of central banks in adapting to economic data. Finally, it compares US and Japanese monetary policies, focusing on yield curve control and its effects on currency markets.

What is the current state of the US economy according to the text?

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How does Janet Yellen's approach to fiscal policy reflect on the central bank's actions?

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What concerns are raised regarding inflation and the central bank's response?

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What impact does the fiscal stimulus have on corporate profit margins according to the discussion?

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How is the relationship between Treasurys and JGBs expected to affect the yen?

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