Fed Likely to Hike Rates Four Times in 2018, Saxo Capital Says

The transcript discusses the market's expectations for the Federal Reserve and European Central Bank's monetary policies, focusing on whether they will adopt dovish or hawkish stances. It analyzes recent inflation data and economic indicators, highlighting the robustness of global growth and inflation. The discussion also covers the Fed's strategy regarding interest rates and the potential implications for the yield curve, including the risk of a market inversion. Additionally, it examines the bond market trends and the ECB's policy challenges, particularly in relation to Italy and Spain.

What role do leading indicators play in assessing economic growth?

What are the potential risks associated with a dovish tilt from the Fed?

How might the ECB's hawkish stance differ from the Fed's approach?