Fed Rate Hikes Behind the Curve If Inflation Rises

The video discusses market concerns about the Federal Reserve's rate hikes and their impact on yield curves. It highlights the steepening of the twos-tens curve despite low inflation and questions whether the market or the Fed is behind the curve. The discussion includes inflation and growth prospects, emphasizing labor cost data and service sector wage increases. The video concludes with an analysis of Treasury performance, noting the relative success of long-term notes compared to five and ten-year notes.

What factors are contributing to the nervousness regarding the Federal Reserve's actions?

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How does the speaker perceive the Federal Reserve's current stance on interest rate hikes?

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What does the speaker suggest about the relationship between inflation and growth prospects?

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In what ways is risk being managed in relation to 10-year Treasurys according to the speaker?

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What observations does the speaker make about the performance of different parts of the yield curve?

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