Shaoul: I Think Fed Is Behind the Curve

The transcript discusses the Federal Reserve's economic strategy, focusing on interest rate expectations for 2017 and the impact of international developments like Brexit. It also examines China's economic situation, including liquidity issues and the real estate market. The discussion highlights the Fed's market reaction and the improved economic conditions compared to the previous year.

What implications does the Fed's approach have on market expectations for rate hikes?

What are the potential risks associated with China's economic situation as discussed in the text?

How do financial conditions in the US compare now to a year ago according to the discussion?