Fed's Balancing Act: Rate Hike and Global Economy

The transcript discusses the potential for a rate hike by the Fed and its implications on the US and global economies. It explores the impact of such a hike on credit markets, the role of monetary versus fiscal policy, and the effects of foreign investment and currency fluctuations. The discussion also covers the strength of the dollar and its influence on fixed income markets, highlighting opportunities in hedged global bonds.

What factors contribute to the current strength of the dollar according to the discussion?

In what ways is the Fed attempting to balance policy tightening and economic stability?