Will Fed See Enough Data to Justify March Rate Hike?

The transcript discusses the Federal Reserve's potential rate hike in March, analyzing the Philadelphia index and manufacturing sentiment. It examines bond market movements and inflation expectations, highlighting PIMCO's warning about underestimating inflation. The discussion extends to emerging markets' growth and their response to Fed policies. Finally, it addresses inflationary pressures, oil prices, and future economic outlook, emphasizing uncertainties in labor market wage pressures and fiscal policies.

What uncertainties remain regarding the Federal Reserve's impact on emerging markets?

In what ways might labor market wage pressures influence inflation in the US?