Featuring John Fagan and Brendan Walsh, co-founders of Markets Policy Partners (MPP).
Presentation summary (with timestamps)
Click here for the video presentation
Federal Reserve Policy Expectations
- No change in 2021, but tighter in 2022. (5:41)
- Powell could be replaced by Fed Governor Lael Brainard. (10:40)
Rise in Economic Uncertainty
- Delta Variant and the Recovery Trade (12:05)
- Infrastructure chances (13:53)
Inflation
- Inflation is abating (14:48)
Upcoming U.S. Legislative Agenda
- Bipartisan Infrastructure Framework and American Jobs Plan (20:07)
Cryptocurrency
- Expect legislation regulating crypto trading, derivative products, and taxation. (29:55)
Markets Policy Partners is a Washington D.C.-based independent advisory service, informing clients on matters at the intersection of markets and policy, and in the public sector.
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