Pond: Fed Has Hawkish Rate Rhetoric, Dovish Actions

The video discusses the Federal Reserve's meetings and the disappointment with low yields. It highlights the Fed's rhetoric about hiking cycles since 2012 and their dovish actions. The Fed's data dependency and predictions for future meetings are examined, along with market reactions to potential hikes and policy errors. The discussion concludes with insights into interest rates, term premiums, and the economic outlook.

What is the significance of the payroll report in the context of the Fed's decisions?

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What does the speaker suggest about the future of interest rates and productivity?

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