Quadratic Capital Nancy Davis on Fed, Inflation

The video discusses market expectations for interest rates, focusing on swap rates and the Fed's potential actions. It highlights the inversion of the yield curve and falling inflation expectations, suggesting opportunities for investors. Breaking news from the DOJ and its implications on global central banks are covered. The Fed's strategy on rate hikes and its economic impact are analyzed, with a focus on the role of IVOL and TIPS in portfolios for inflation protection.

What factors are contributing to the current inflation situation according to the text?

How does the text describe the relationship between the Fed's rate hikes and the demand side of the economy?

What role do TIPS play in an investment portfolio as discussed in the text?