Fed to Start Tapering This Year Is Quite Defendable, Says Fullerton Fund Mgmt.

The video discusses the challenges central banks face with inflation due to supply side shocks and strong demand growth. It explores the risk of stagflation, drawing parallels to past inflation periods driven by commodity prices. The bond market's response to yield changes and concerns about growth, particularly in China, are analyzed. The impact on the financial sector and market trends, including stock market and profitability, is also discussed.

What role does the Federal Reserve play in addressing inflation according to the discussion?

What concerns are raised about the bond market and its implications for growth?