Monchau: Fed Remains Behind The Curve

The video discusses the shift to positive real yields and its implications for risk assets. It covers the Fed's monetary policy, including potential interest rate hikes, and the market's expectations. Global economic risks such as supply chain issues, new variants, and geopolitical tensions are highlighted. The weakening yen and its impact on financial markets are examined, along with potential interventions by the Bank of Japan. The video concludes with investment strategies in a volatile market environment.

What are the two tools mentioned that the Fed will need to use to avoid stagflation?

How does the text describe the relationship between financial markets and the economy?

What is the outlook for the equity markets according to the text?