Citi's Wieting: Fed Can't Anticipate Fiscal Policy

The video discusses the interaction between market trends and the Federal Reserve, highlighting the cautious approach of the Fed in response to potential fiscal policy changes. It examines the readiness of the global economy for interest rate hikes and analyzes bond yields as economic indicators. The impact of a strong dollar on global trade and inflation is also explored, with a focus on how it affects countries like Mexico.

What are the risks associated with the unknown amount of labor market slack in the United States?

Discuss the potential effects of the US dollar's strength on global trade, particularly with Mexico.