Making Sense of BOE, Brexit Uncertainty for Investors

The transcript discusses economic uncertainties in the UK, focusing on QE, inflation, and wage expectations. It highlights the Bank of England's stance and potential impacts on gilts and currency. The US economic outlook is analyzed, considering growth, inflation, and the Fed's cautious approach. The bond market's reaction to economic dynamics is explored, emphasizing rate sensitivity and growth potential in both the US and UK.

How does the Fed's focus on growth and inflation relate to the upcoming elections?

What concerns does the Fed have regarding the current economic growth and inflation expectations?

In what ways does productivity impact economic growth according to the discussion?