Rates need to be increased further to curb inflation, says the Fed's Bullard. Kristina Campmany discusses the Fed's rate plan and if it's to hike, pause, or pivot. She talks about how the latest economic data impacts the Fed's rate hike plan. She also goes over opportunities in bonds. She thinks the largest opportunity set lies in foreign exchange markets and to be short in the U.S. dollar (/DX). She also notes that some areas of the credit market have gotten dislocated enough and offer value. She also compares global bond markets versus U.S. bond markets. Tune in to find out more about the stock market today.