Srinivasan: Reasonable to Assume Two 2017 Fed Hikes

The video discusses the market rotation following Trump's election, focusing on the impact of bond yields and stock prices. It examines the effects of infrastructure spending, particularly in the US and China, and its implications for economic growth. The role of cheap money in supporting equities and the potential for a market correction are analyzed. Finally, the video explores predictions for interest rate hikes based on economic indicators like unemployment and GDP growth.

Discuss the relationship between infrastructure spending and economic growth as mentioned in the text.

What predictions are made regarding interest rate hikes in the near future?