Cyclical Tech Stocks Have Momentum, Medley Global Says

The video discusses the strong results of the three-year auction and its implications for the market, highlighting the liquidity and demand for bonds. It examines the market's reaction to economic indicators like CPI data and the impact on equity markets. The discussion shifts to the tech sector, emphasizing the rotation from pandemic tech to cyclical tech stocks benefiting from economic recovery. Expectations from the Federal Reserve regarding rate hikes are analyzed, with a focus on inflation concerns and potential central bank actions. The video concludes with a look at the tools available to the Fed and other central banks in managing economic momentum and inflation.

How are cyclical technology stocks expected to perform in the current economic environment?

What expectations does the market have regarding the Federal Reserve's actions?

In what ways could inflation expectations influence the Federal Reserve's decision-making?