A discussion of the FOMC meeting and inflation expectations on 16 June 2021. Watch video replay here.

A discussion of how the volatility in upcoming US labor market and inflation data will likely affect the risk asset, interest rate, currency, and commodity markets over the summer months. To view the video click here.

A discussion of the FOMC meeting and inflation expectations on 17 March 2021. Watch video replay here.

A discussion on the recent volatility in Treasury yields and how that will likely feed back into the risk asset, currency, and commodity markets. Watch video replay here.

A discussion of equity markets and why we aren’t worried. Watch video replay here.