Daybreak Europe Show Open: The Inflation Situation

The video discusses the concept of a soft taper, focusing on Clara's insights and the market's reaction to inflation guidance. It highlights the role of the Fed in managing volatility and the bond market's response. The discussion extends to the swaps market and consumer confidence, emphasizing the importance of avoiding a taper tantrum similar to 2013.

What concerns are raised about potential volatility in the upcoming months?

What strategies are mentioned regarding consumer confidence and inflation expectations?