Strategist Sinche Urges Markets to Look Away From Fed

The transcript discusses market expectations regarding rate hikes, with opinions from major financial entities like Goldman Sachs and PIMCO. It covers the bond market's response to fiscal policies and the influence of global markets, particularly the ECB and BOJ, on US yields. The conversation also touches on the Federal Reserve's balance sheet and potential future rate hikes, emphasizing the importance of other market factors like energy prices and regulatory reforms.

What are the potential impacts of the Bank of Japan's policies on the US market?

Discuss the implications of the Federal Reserve's balance sheet on the yield curve.