Oliver Kettlewell On Identifying the Fed's Policy Pivot

The video discusses the Federal Reserve's potential shift from a hawkish stance, analyzing its impact on markets and inflation trends. It examines the dollar's recent movements and risk factors, evaluates stock market positioning, and reviews China's 16-point plan for the property sector.

What does the speaker suggest about the current state of inflation and its trajectory?

How does the speaker view the relationship between economic data and stock market performance?

Discuss the potential impact of the 16-point plan for the property sector in China.