Fed Might Hike Rates This Year, Says JPM's Aronov

The video discusses the possibility of the Federal Reserve hiking rates due to persistent inflation and economic growth. It critiques past rate cuts, suggesting they were unnecessary and led to looser financial conditions. The discussion also covers the impact of fiscal policies and the Fed's control over economic conditions.

What factors does the speaker mention that could lead to higher rates in the long term?

In what ways does the speaker suggest that the current administration's policies are inflationary?