Markets in 3 Minutes: Tech Earnings Have Been Good Enough

The video discusses the current market response, focusing on inflation risks and the potential end of the hiking cycle. It highlights the importance of upcoming CPI prints and the impact of tech earnings on the market, noting a positive earnings season despite mixed results in the tech sector. The discussion also covers emerging markets, emphasizing the role of central banks in rate cuts and the potential for consolidation.

What does the speaker suggest about the relationship between inflation and the Fed's reaction function?

What are the implications of central banks in emerging markets starting to cut rates?