Mizuho's Chatwell Says Can't Rule Out March for Fed Hike

The video discusses the Federal Reserve's approach to normalizing interest rates and the potential halt of reinvestments. It highlights the significance of the Fed's treasury holdings and their impact on the market, particularly in terms of treasury yields and financial conditions. The discussion includes forecasts for 10-year yields and the implications of a steeper yield curve. Additionally, the video covers inflation trends, the role of base effects, and the impact of energy prices on inflation metrics.

Discuss the expected changes in 10-year US yields based on the Fed's actions.

What factors contribute to the rising inflation metrics this quarter?