Lombard Odier's Chaar Foresees Global Growth Rebound

The video discusses the current state of the market, focusing on inflation risks, real rates, and the Fed's policy on employment and tapering. It highlights the expectations for rate hikes by 2023 and the challenges posed by employment gaps. Additionally, it examines the impact of the semiconductor shortage on inflation and the Fed's approach to managing supply-driven inflation.

What are the expectations regarding inflation risk in the current economic environment?

How does the current labor market situation reflect on the Fed's policy decisions?

What is the significance of the expected tapering in 2022 for the economy?

What factors are contributing to the widening unemployment gap among different demographics?

In what ways does the Fed's approach to maximum employment differ from previous economic recoveries?

What implications does the semiconductor shortage have on inflation projections?

How might the Fed respond to inflation that arises from supply bottlenecks?