Saxo's Creagh: 'Reflation Rotation Powering' Forward

The video discusses the rising trend of vaccine nationalism and its impact on global markets, particularly in Europe. It explores the challenges faced by the Federal Reserve in managing inflation expectations and bond market reactions. The discussion includes potential policy tools like interest rate adjustments and yield curve control. The video also examines the importance of financial conditions in shaping the Fed's response to economic challenges.

What does the text imply about the future of the recovery in Europe?

How does the text suggest the Fed should respond to rising yields?

What factors might lead the Fed to consider yield curve control?