Oxford Economics' Bostjancic on Fed Rate Hikes

The transcript discusses the market's reaction to dovish central bank policies, particularly those of the Federal Reserve and the European Central Bank. It highlights the impact of inflation targets and exchange rates on the markets, with a focus on Mario Draghi's comments. The discussion also covers the effects of the trade war on the Treasury market and the potential outcomes of the G20 meeting. Additionally, it addresses the Federal Reserve's autonomy amidst political pressures and market expectations for rate cuts. Finally, the transcript explores the economic outlook, potential recession risks, and the equity market's response to Fed easing.

How might the upcoming presidential elections affect monetary policy stability?

What is the current expectation regarding the Federal Reserve's actions?

What are the potential implications of a recession on the equity market?