Schroder's de Mello Sees Expectations for Fed Unwind

The video discusses the impact of dot plots on market expectations, focusing on the Fed's balance sheet management and the debate between active and passive approaches. It highlights market expectations for rate hikes and the potential impact of economic growth on these decisions. The video also examines inflation expectations, the bond market, and the influence of oil prices on break-even rates.

What factors could lead the Fed to delay rate hikes according to the discussion?

Discuss the relationship between oil prices and break-even rates as mentioned in the text.