Macro fundamentals including inflation appear headed in the right direction, says Andrew Patterson. He discusses how the Fed will react to the latest inflation data. he also talks about the weaker-than-expected PPI report. He notes that monetary policymakers will remain data dependent going forward. He also says that the pain and volatility we're already experienced has served to push up our asset return expectation over the longer term. Tune in to find out more about the stock market today.