Milken Institute's Lee Says Fed Doesn't Seem All That Nervous

The video discusses the current market narrative around Fed pricing and inflation, highlighting the questionable underpinnings of this narrative. It examines job growth since 2010, noting that low-wage sectors are not driving inflation. The video also explores GDP growth, savings rates, and the Fed's potential reaction to inflation. It emphasizes that corporate investments in technology and equipment are increasing productive capacity, which may limit inflationary pressures. The impact of tax reform on investment strategies is also discussed.

What are the three sectors that have accounted for 45% of job growth since 2010?

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How has the drop in the savings rate influenced consumption?

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What is the relationship between corporate investments and inflation according to the discussion?

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In what ways does increased investment spending contribute to the economy?

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How does tax reform influence corporate financing strategies?

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