'Very Sizeable' Fear Factor in Markets: Dan Fuss

The transcript discusses the impact of inflation on the market, particularly focusing on TIPS and bonds as hedges against inflation. It highlights the influence of overseas markets, especially in Asia, on US markets and the role of indirect buyers. The conversation also touches on inflation indicators, such as rising labor costs, and the potential for interest rate increases post-US elections. The discussion includes insights from notable figures like Alan Greenspan and Fed President Rosengren.

What factors are contributing to the current hedging against inflation in the market?

How has the Asian market's caution influenced U.S. investment strategies?

Discuss the relationship between the upcoming U.S. elections and market volatility.

What concerns did Fed President Rosengren express regarding inflation?

What are the implications of rising unit labor costs on inflation expectations?

How do expectations of inflation affect investment decisions in bonds?

What predictions are made about interest rates following the U.S. elections?