Navigating Geopolitical Volatility

The transcript discusses the current state of financial stress in the US, noting that while there are signs of stress, markets are functioning well. It explores the potential impact of the Ukraine conflict on the Federal Reserve's monetary policy, suggesting that the Fed may slow down its rate hikes despite high inflation. The bond market's response to these developments is also analyzed, with a focus on interest rates and the treasury market.

What impact does the conflict in Ukraine have on the Fed's monetary policy decisions according to the text?

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How does the bond market react to the Fed's policy trajectory as discussed in the text?

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