December Fed Bets Play Out for Markets and the Dollar

The video discusses the impact of past economic events, such as the 2014 surge, on current investment strategies. It covers the expected rate hikes for 2018 and the market's realism in pricing these changes. The video also analyzes the market shifts following President Trump's election, particularly in the bond market, and explores the potential end of the bond bull run. Additionally, it examines inflationary forces and wage growth trends in the US and Europe, highlighting the differences in economic recovery between these regions.

What are the potential effects of the anticipated rate hikes in 2018?

Discuss the expected trends in inflation based on the recent economic indicators.