SGMC Capital: UST 10-Year Yield May Hit 2% By 1H 2022

The video discusses the current economic narrative around tapering and inflation, highlighting the Fed's stance on inflation being temporary. It explores concerns about transitory growth and inflation, noting that growth is expected to slow but remain high due to fiscal stimulus. The discussion also covers interest rates, predicting short-term declines but long-term increases. Finally, the impact of the Fed's actions on the dollar's strength is analyzed, with potential market consequences if tapering begins sooner than expected.

What implications does the fiscal stimulus have on future growth?

In what ways could the Fed's tapering message affect the dollar?