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The video discusses the potential impact of rising oil prices on inflation and the Federal Reserve's policies. It also reflects on the president's speech about job creation and COVID-19 vaccination rates, highlighting concerns about the delta variant. Additionally, the video examines trends in money markets and the possibility of increased volatility during the summer, referencing insights from Zoltan Po of Credit Suisse.

What concerns are raised regarding the money markets and liquidity in the upcoming summer?

In what ways might the policy backdrop lead to volatility in the oil and money markets?