What to Expect From U.S. Inflation Data

The video discusses the current state of US inflation and its impact on market volatility. It highlights the recent job growth and its influence on inflation expectations. The ongoing tug of war between the bond market and equities is examined, with a focus on how bond yields affect market momentum. The video predicts a gradual increase in bond yields due to Federal Reserve policies and tax plans, emphasizing the importance of the speed of yield changes. The potential spillover effects from the bond market to equities are also considered.

What factors are contributing to the current volatility in the markets according to the text?

What is the significance of the US job growth rate mentioned in the text?

Discuss the relationship between inflation expectations and market sensitivity as described in the text.

What are the potential consequences if bond yields rise quickly?

How might the bond market impact equity markets in the future?