What Is the Fed's Next Move Now?

Mark Cabana from Bank of America discusses the market's expectations for rate hikes, the potential for faster tapering by the Fed, and the impact of a hawkish pivot on real yields and risky assets. He also addresses global risks, such as COVID-19, and their implications for the US economy. Finally, he provides insights into investment strategies in response to changes in the yield curve.

What factors are influencing the market's expectations for rate hikes in the upcoming year?

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How does the recent announcement impact the Federal Reserve's approach to inflation risks?

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What are the potential implications of a faster tapering pace by the Fed?

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In what ways could rising real rates affect risky assets in the market?

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How might global events, such as COVID-19 and riots in Europe, impact US market strategies?

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What are the current economic conditions in the US that the Fed is focusing on?

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What is the significance of the two-year yield movement in the current market context?

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