Silvia: Inflation Is Fed's Number One Target

The video discusses the differing reactions of equity and bond investors to Trump's economic policies, focusing on interest rates and inflation. It highlights the bond market's skepticism about significant growth or inflation, despite equity investors' enthusiasm. The discussion extends to the Federal Reserve's inflation target, questioning its relevance in the current economic climate. The video also examines the yield curve and its implications for US Treasurys, considering the global trading environment and the challenges of achieving inflation.

Discuss the challenges faced by the Federal Reserve in achieving its inflation target.

What factors are contributing to the current perceptions of inflation in the market?