U.S. Jobs Market Charges Ahead in July

The video discusses current market trends, focusing on the impact of Fed policies on real yields and market positioning. It covers the potential effects of tapering, inflation, and interest rate projections, as well as the implications of an infrastructure deal on commodities. The discussion includes insights into market repricing, employment numbers, and the potential for a COVID rebound affecting rates.

In what ways could inflation impact the Fed's decision-making process in the near future?

What is the significance of the infrastructure deal in relation to market positioning?