iCapital Network's Amoroso on Markets

The video discusses the current state of US CPI readings and inflation, highlighting concerns over sustained inflation rates above 4%. It explores the impact of the Delta variant on the economy and market sentiment, particularly in the context of reopening trades. The dynamics between the bond and equity markets are analyzed, with a focus on growth fears and potential QE tapering. The video also examines the broader equity market outlook, emphasizing the importance of creative investment strategies amid current market conditions.

What is the significance of the 10-year bond yields in the context of the equity market?

What does Anastasia Amoroso suggest about the future of the reopening trade?

What are the overall economic conditions that support the equity market according to the text?