Fed Likely to Keep Hiking Rates, Standard Chartered's Englander Says

The transcript discusses the disparity between market expectations and the Federal Reserve's current stance, emphasizing the Fed's data dependency. It highlights GDP forecasts, unemployment rates, and the potential for continued interest rate hikes. The conversation also explores the influence of oil prices on long-term inflation expectations and the impact of tax reform on US economic growth. The discussion concludes with concerns about potential economic overshooting and its reflection in asset markets.

What factors are influencing the Fed's decision-making process regarding interest rates?

How does the current unemployment rate relate to potential economic growth according to the text?

What is the significance of the 10-year break evens being below 2%?

In what ways might oil prices impact long-term inflation expectations?

What are the potential risks associated with the GDP growth forecast mentioned in the text?