JPMorgan's Michele Sees Dovish Fed Through Mid-January

The transcript discusses the reappointment process of the Fed chair, expected dovish rhetoric from the Federal Reserve, and the potential impact of Vice Chair Clarida's statements. It also covers the expectations for the December 15th meeting, including new forecasts and the dot plot, and the implications of incoming inflation data on the meeting's outcomes.

What does the speaker think about the potential impact of the new vice chair on the December 15th decision?

What are the implications of the tapering process on the Federal Reserve's decision-making?