Are Markets Pricing In the Pace of Fed Rate Increases?

The transcript discusses potential risks in the market, including the mispricing of Fed rate increases and geopolitical risks in Europe. It highlights the impact of Trump's economic policies, such as tax reform and infrastructure spending, on the US economy and private markets. The potential for a trade war and economic risks related to tax reform are also examined, along with the Fed's decision-making process amidst geopolitical concerns.

What are the implications of skipping the March Fed meeting?

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What factors could lead to a trade war according to the discussion?

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