Amoroso: Markets Can Move Higher Without Fed Hike

The video discusses potential market movements influenced by the Fed's actions, highlighting the importance of retail sales data and Fed speakers. It examines inflation expectations, wage increases, and their impact on the economy. The treasury market's positioning and global economic factors are also analyzed, emphasizing the role of foreign investors in the US Treasury market.

What is the significance of inflation expectations in relation to the Fed's decisions?

How do foreign investors impact the US Treasury market according to the discussion?