What to Expect From the Fed in 2017

The video discusses the dot plot and its alignment with market expectations, analyzing bond market reactions and potential buying opportunities. It explores the neutral rate's impact on economic growth and examines fixed income market dynamics. The video concludes with investment strategies and market outlook, highlighting sector performance and potential opportunities.

What are the implications of the dot plot moving or staying steady in the context of market expectations?

Discuss the potential impact of fiscal stimulus on the market as mentioned in the text.

How has the sell-off in bonds been characterized, and what does it suggest about market reactions?

Analyze the significance of the neutral rate in relation to the Federal Reserve's hiking strategy.

What factors are influencing the current state of high yield bonds and their spreads?