Not the Time to Sell in May and Go Away, Says Amundi’s Bradshaw

The video discusses the recent trends in the stock and bond markets, highlighting the influence of central bank policies on asset prices. It explores the market's expectations for interest rate changes, particularly the possibility of a rate cut by the Fed. The challenges in the Fed's transmission mechanism due to its balance sheet reduction are examined. The video also analyzes economic indicators such as inflation and employment, which impact the Fed's strategy and market pricing.

What does the speaker suggest about the future of interest rates and market expectations?

Discuss the challenges the Fed faces regarding inflation and employment as mentioned in the text.