JPMorgan AM Still `Very Positive' on U.S. Tech Stocks

The video discusses concerns about inflation and how the market, particularly the US 10-year yield, has reacted. Despite inflation fears, the yield has remained stable, highlighting the influence of central banks. The discussion also covers the vulnerability of the tech sector compared to the bond market, cautioning against pessimism due to strong earnings and future potential.

What concerns were raised regarding inflation in the discussion?

How did the US 10-year yield react to the concerns about inflation?

What is the significance of the central banks in relation to the bond market?

What caution was advised regarding the outlook on the tech sector?

What was mentioned about the tech sector's performance in relation to earnings?