Why the Fed Might Only Raise Rates Once Next Year

The video discusses the challenges faced by the Federal Reserve in raising interest rates due to low inflation, despite new dovish appointees by Trump. It highlights market expectations of low inflation and interest rates, both in the US and Europe. The discussion also covers potential geopolitical risks, particularly in Europe, and the implications for the banking sector. The video concludes with an analysis of the yield curve as an economic indicator, suggesting that continued Fed rate hikes could hinder long-term growth and inflation prospects.

How do geopolitical issues affect market expectations for inflation?

What is the significance of the yield curve in relation to inflation and growth?