Deep Dive: Fed Expectations, Treasury Outflows, Stocks

The video discusses the changing expectations for Federal Reserve rate hikes following a speech by Fed Chair Janet Yellen. It highlights the probability shifts for rate hikes in June, July, and September, and examines market reactions, including Treasury outflows and yield curve dynamics. The video also analyzes the market's calmness and stability in the face of potential rate hikes, using the City Economic Surprise Index and S&P as indicators. The conclusion points viewers to Twitter for more charts and data.

What does the Economic Surprise index indicate about the market's reaction to potential rate hikes?

How does the calmness of the market relate to the Fed's decision-making process regarding rate hikes?