Inflation Gives Fed Green Light for Cut

The video discusses the Federal Reserve's potential actions regarding interest rate cuts and how the market is pricing these expectations. It covers economic projections, predicting that the Fed may show three cuts in their summary. The discussion also includes predictions for the 10-year yield, expected to remain within a range of 4 to 4.5 percent, and the impact of policy uncertainties on these predictions. Strategies for clients to mitigate risks associated with these uncertainties, such as currency hedging, are also explored.

What are the concerns regarding policy unknowns and their impact on future rates?

What strategies are being discussed to mitigate the effects of policy unknowns?