Gallo Says Trump Policy Is Key for Fed's Rate Path

The transcript discusses the potential impact of economic data and Trump administration policies on interest rate hikes. It highlights the uncertainty surrounding policy implementation, particularly in corporate tax reform and infrastructure spending. The conversation also touches on global trade dynamics, with a focus on China's position in the global market and the challenges of protectionism. The discussion anticipates upcoming meetings and their potential influence on market strategies.

What are the key factors that could influence the number of interest rate hikes this year?

How does policy uncertainty affect market positioning according to the text?

What challenges does the Trump administration face in delivering its policies?

What is the significance of the upcoming meeting mentioned in the text?

In what ways has China positioned itself in relation to free trade and globalization?