Markets, Fed Divided Over Rate Hikes

The video discusses the treasury curve and market expectations for rate hikes, noting that the market is not pricing in any significant increases. It highlights the strong fundamentals of the US economy, suggesting that the Federal Reserve may raise rates more than anticipated. The speaker predicts one to three rate hikes, emphasizing that the market may be underestimating the Fed's commitment to its stated policies. The discussion also covers job growth and inflation data, contrasting market pessimism with the speaker's more optimistic outlook.

What factors does the speaker mention that could influence the Fed's decision on rate hikes?

In what way does the speaker believe the markets are underestimating the Fed's actions?