Saywell: Market Isn’t Pricing in Enough Fed Tightening

The video discusses the anticipated Federal Reserve interest rate hikes, driven by stronger economic data and inflation. It highlights the market's expectations for Fed policy changes and their impact on the dollar, particularly against the yen and euro. The analysis includes a comparison of monetary policies between the ECB and the Bank of Japan, with predictions on currency movements and economic growth.

What are the two main factors that are considered different this time compared to previous hikes?

How does the speaker view the relationship between stronger data and inflation in the context of Fed policy?

What is the speaker's prediction for the number of Fed hikes in 2017 and 2018?

What is the speaker's perspective on the dollar's strength following Donald Trump's election?

What are the expected changes in ECB policy according to the speaker?