U.S. CPI Data to Disappoint, Says Barclays' Pond

The video discusses market expectations and inflation risks, highlighting macro factors like global growth and fiscal stimulus. It examines the Federal Reserve's approach to inflation, considering the Phillips curve and economic growth. The video also analyzes market trends, investor behavior, and the impact of seasonality on inflation expectations.

What does the text suggest about the trend in the Consumer Price Index (CPI) components?

What are the potential risks that the Federal Reserve is alert to regarding financial stability?