Weeden's Purves Sees Fed Perplexed by Inflation

The transcript discusses the economic uncertainty faced by the Federal Reserve, particularly in relation to inflation and the challenges of data dependency. It highlights Janet Yellen's approach and the potential implications of her recent speech on monetary policy. The discussion also covers the impact of a stronger dollar on various asset classes and the sensitivity of equities to currency fluctuations. The yield curve and its relation to foreign quantitative easing are also examined.

In what ways could a stronger dollar impact various asset classes in the market?

Discuss the potential effects of foreign quantitative easing on the U.S. yield curve.