Kettlewell: Inflation Has Peaked

The video discusses the likelihood of the Fed implementing a 75 basis point rate hike, market reactions, and projections. It explores the impact on the yield curve, equity markets, and currency fluctuations, particularly the euro and dollar. The discussion also covers the economic challenges in Europe, including the Italian election and ECB's role in managing spreads.

What is the speaker's opinion on the future of the euro and sterling?

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What factors contribute to the strength of the dollar according to the speaker?

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What challenges does Italy face according to the discussion?

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