Nordea's Larsen: 'No Real Surprises' In Yellen Speech

The video discusses a testimony that lacked surprises, focusing on the dollar and FX manipulation. It explores inflation expectations, fiscal policy, and the potential impact of the Biden administration's plans. The discussion includes market signals, inflation trends, and strategies for equity and risk assets, considering the Fed's role in managing debt and interest rates.

What signals indicate that inflation is expected in the short term?

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How did the speaker characterize the relationship between fiscal policy and market reactions?

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What potential impact could the Fed's actions have on interest rates and real rates?

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