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Skanda Amarnath & Michael Gayed: Unraveling the Fiscal Policy-Inflation-Asset Prices Nexus

Lead-Lag Live

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The Fed's View on Inflation

The Fed has been oddly enough more optimistic than I would be about inflation. It's maybe they're starting to the wise enough to eventually, but like it just struck me like they've been telling a story like supply chains are getting better. And if you kind of paying attention, especially the automobile sector, like by and large supply is still very tight structurally. That may be a combination of chip shortage, maybe some other input shortages. But that problem's not gone away.

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