Fed May Cut More Than Expected in 2025, JPMorgan's Misra Says

The transcript discusses the volatility in interest rates, focusing on the bond market's response to changes in yields. It explores market concerns about labor and potential Fed rate cuts, emphasizing the interaction between equity and bond markets. The discussion includes potential future scenarios for Fed rate hikes or cuts, considering factors like inflation and fiscal policy.

What factors contribute to the volatility in bond yields as discussed in the text?

How does the speaker view the potential for the Fed to cut rates further?

Discuss the implications of inflation on the bond and equity markets as mentioned in the text.

What scenarios does the speaker outline that could lead to the Fed hiking rates in 2025?

What does the speaker mean by 'two sided risks' in the context of the Fed's decision-making?