📈The bond market is taking the lead, while the Fed seems to be on hold.
💪The US economy is showing resilience, with strong retail sales and industrial production.
💥Inflation is reaccelerating, which could have significant implications for asset markets.
🌍Tensions in the Middle East pose risks to energy supply.
📉The US is no longer in a position to respond to incremental energy supply threats.
What is the current stance of the Federal Reserve?
—The Federal Reserve seems to be on hold, but the bond market is taking the lead.
How is the US economy performing?
—The US economy is showing resilience, with strong retail sales and industrial production.
What are the implications of reaccelerating inflation?
—Reaccelerating inflation could have significant implications for asset markets.
What risks do tensions in the Middle East pose?
—Tensions in the Middle East pose risks to energy supply.
Is the US prepared to respond to energy supply threats?
—The US is no longer in a position to respond to incremental energy supply threats.
00:03The Real Vision Deli Briefing is sponsored by Crane Shares.
00:09Treasury yields are fluctuating, with 10-year yields sitting below 5%.
00:39The focus continues to be on treasury yields and the Federal Reserve's stance.
02:30The bond market is in control, while the Fed is on hold.
03:13The US economy is resilient, with strong retail sales and industrial production.
03:29Inflation is reaccelerating, which could have implications for asset markets.
10:08Tensions in the Middle East pose risks to energy supply.
11:24The US is no longer in a position to respond to incremental energy supply threats.
