Why the Fed May Raise Rates Six Times in the Next 2 Years

The video discusses the Federal Reserve's increasingly hawkish stance, predicting multiple rate hikes over the next two years. It highlights the potential impact of reducing the Fed's balance sheet on interest rates, volatility, and agency mortgages. The market's underestimation of the Fed's actions and the potential for higher growth and inflation are examined. The discussion also covers the possible end of the bond bull market and the implications for investors, emphasizing the need to adjust portfolios in response to economic cycle changes.

What factors contribute to the Fed's hawkish stance as mentioned in the text?

What does the speaker mean by 'the big one' in the context of rate hikes?

How does the speaker perceive the potential for rate hikes in the current economic climate?

What implications does the speaker suggest regarding the size of the Fed's balance sheet?

In what ways does the speaker believe the market is underpricing the Fed's actions?

How does the speaker relate the current economic situation to past financial crises?

What are the potential risks associated with the current credit market as discussed in the text?