Centennial Asia Advisors CEO Sees U.S. Tax Cuts Ahead

The video discusses the importance of the next Federal Reserve chair, highlighting the impact of their personality and the state of the economy on policy decisions. It predicts that the global economy will perform better than expected, leading to a more rigorous monetary policy. The discussion also covers market reactions, particularly the increase in treasury shorts following the September FOMC, and the potential effects of U.S. tax cuts on the deficit, which are expected to become significant by 2020.

What does the speaker suggest will happen to interest rates and quantitative easing?

What is the speaker's view on tax reform and its implications for the deficit?