Will the Fed Signal Tapering Anytime Soon?

The transcript discusses market nervousness due to the Fed's static stance on inflation, driven by supply side factors. It explores the potential impact of stimulus checks on demand-pull inflation and the role of wages in inflation dynamics. The global inflation outlook, particularly China's PPI, and its correlation with US consumer prices are examined. The discussion also covers the US dollar's performance and economic outlook, considering the Fed's potential policy changes.

What are the expected outcomes of the upcoming CPI inflation reading?

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How might the Fed's policy change in response to inflation readings?

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What is the significance of nonfarm payroll data in relation to the Fed's policy decisions?

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