Neil Dutta: I Don’t Think Fed Is Behind the Curve

The transcript discusses the interplay between market expectations and the Federal Reserve's rate hike decisions, highlighting the unusual alignment between the two as they approach 2017. It examines the Fed's position in light of economic data and potential policy changes from the incoming administration. The conversation shifts to the impact of the election on the reflation trade, noting that investors have used it as a catalyst to engage in the market. Finally, the discussion covers the implications of rising bond yields and the dollar on corporate earnings and growth expectations.

In what ways might the incoming administration impact the Federal Reserve's decisions?

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What is the significance of the dollar's value in relation to the Fed's policy decisions?

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