Powell's Hawkishness to Surprise Markets: JPM's Michele

The transcript discusses the Federal Reserve's focus on inflation and growth, analyzing market expectations and potential interest rate hikes. It covers the dot plot, quantitative tightening, and the Fed's control over inflation. The conversation also explores investment strategies amid market changes and the impact of foreign investment on yields.

What policy errors does the speaker believe the Fed has made?

What factors does the speaker believe are driving inflation beyond the Fed's control?

How does the speaker view the resilience of corporate America and Europe?