Rabobank's Evert Not Sold on Fed Policies

The transcript discusses the Federal Reserve's decisions and their potential impact on the economy. It highlights the debate over interest rate hikes and their effects on inflation and financial markets. The conversation also covers market reactions, liquidity issues, and the challenges of addressing structural economic problems. The discussion concludes with strategies for market positioning in 2022, considering the risks of inflation and deflation.

What are the implications of raising interest rates according to the discussion?

What does the speaker suggest about the future of economic policy and its effectiveness?