Stocks Selloff Ahead of Fed Minutes

The video discusses the Federal Reserve's potential balance sheet reduction and its impact on markets. Experts from Bloomberg Intelligence analyze the timing, sequence, and market reactions, including interest rate changes and curve flattening. They also explore the repo market's role and future economic discussions, focusing on inflation trends and the Fed's policy direction.

What factors could influence the volatility in risk asset markets?

What are the expectations regarding the Federal Reserve's balance sheet reduction?

What impact could changes in mortgage rates have on the economy?

How might the bond market react to the Federal Reserve's actions?

What lessons were learned from the last quantitative tightening?

What is the significance of the term 'transitory' in the current economic context?

How do market expectations influence the Federal Reserve's decisions?