Credit Suisse WM's Argyrou on Fed Decision, Bonds

The video discusses the impact of the Federal Reserve's announcement on market volatility, particularly in bond markets, and the potential need for more restrictive policy rates in the US. It also examines factors affecting Australia's inflation, such as the tight labor market, and predicts the RBA cash rate will peak at a neutral level. The discussion highlights the changing concept of a neutral interest rate and the role of central banks in calibrating their policies based on market responses.

What are the potential risks associated with the Fed's approach to interest rates?

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Discuss the implications of the Fed's policy decisions on global financial conditions.

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