Envestnet's D’Auria on Markets and Inflation

The video discusses the expected impact of the Federal Reserve's tapering on markets, highlighting that it is largely anticipated and unlikely to harm markets significantly. It also covers concerns about corporate earnings due to potential tax increases and market uncertainties. Inflation, consumer confidence, and the COVID-19 delta variant are examined for their effects on the economy. The video concludes with an analysis of emerging markets, particularly focusing on China's influence and the tech sector's role.

What are the potential impacts of tapering on the markets according to the speaker?

How does the speaker perceive the outlook for corporate earnings in 2022?

What concerns does the speaker mention regarding consumer behavior and its effect on earnings?

What is the speaker's view on the current state of inflation and employment?

How does the speaker suggest investors should approach emerging markets?