Fed Is 'Only Game in Town,' Janus' Maroutsos Says

The video discusses market expectations for fiscal stimulus and the role of the Federal Reserve. It highlights the potential for fiscal stimulus packages and the Fed's actions as key factors influencing the economy. The speaker emphasizes the importance of the Fed's role, drawing historical parallels with past quantitative easing measures under Bernanke. The expectation is that while yields may rise slightly, the Fed will maintain control over interest rates, making it crucial to monitor the Fed's actions rather than political discussions in DC.

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

Why is it critical to watch the Federal Reserve according to the speaker?