Schroder Investment's de Mello Says Fed Is in Good Place

The video discusses current market trends, focusing on the Federal Reserve's gradual policy and its impact on the market. It highlights the low VIX levels, indicating market complacency, and explores the implications of the Fed's balance sheet reduction on the US term premium. The discussion also covers the European Central Bank's potential exit strategy following the French elections, emphasizing the importance of inflation and growth indicators.

What is the current stance of the Federal Reserve regarding its policy?

How many rate hikes did the Fed indicate they wanted to see this year?

What factors could potentially derail the current market complacency?

What is the expected impact of the reduction of the balance sheet on the market?

What indicators are being monitored by the ECB to decide on their exit strategy?