State Street's Kassam: Inflation Spike Will Moderate

The video discusses the current economic climate, focusing on inflation expectations and the potential for a wage price spiral. It examines the bond market's response to economic indicators and the impact of the Fed's actions. The discussion highlights concerns about market exuberance and the potential for increased volatility. Strategies for protecting against market volatility, including buying volatility protection and investing in low volatility equities, are also explored.

What factors are contributing to the inflation expectations among consumers?

How does the wage-price spiral relate to inflation expectations?

What is the speaker's view on the duration of inflation?

What does the speaker suggest about the bond market's recent behavior?

What risks does the speaker associate with tapering and market exuberance?

How does the speaker describe the current state of the market?

What strategies does the speaker recommend for investors in the current market?