Is Hot Inflation Fully Priced Into Markets?

The transcript discusses the current state of inflation pricing and the Federal Reserve's potential actions in response. Experts analyze market reactions, the impact of inflation on the economy, and the Fed's cautious approach to balancing inflation control with economic growth. The discussion also covers asset repricing, yield curve dynamics, and the Fed's future actions, highlighting the challenges and strategies involved in managing economic stability.

What are the expectations for inflation in the coming years according to the text?

How might the Federal Reserve's actions impact the housing market?

What challenges does the Federal Reserve face in balancing inflation control and economic growth?