Swell: Two-to-Three Hikes Base Outcome for Fed in 2017

The video discusses expectations for the Federal Reserve's monetary policy, including potential rate hikes and their implications for the US economy. It highlights concerns about labor market tightness and inflation, and examines the impact of the reflation trade on various markets. The discussion extends to credit market dynamics, particularly the effects of rising rates on nominal Treasurys and credit spreads. The video also explores the impact of these economic changes on high yield and investment grade markets, and considers the challenges of managing growth and inflation in developed economies.

What impact does rising inflation have on credit markets according to the text?

How might the developed markets respond to inflation and higher rates?

What are the potential consequences of a rising rate environment on corporate margins?