iCapital's Amoroso on Markets, Inflation

The video discusses recent inflation trends, highlighting a deceleration in core CPI and a decrease in gasoline and oil prices. It examines the Federal Reserve's cautious approach to interest rate hikes, considering the easing of financial conditions. The discussion covers market volatility and the difficulty in predicting the Fed's actions. The video also explores market behavior, potential soft landing scenarios, and investment opportunities in the tech sector, emphasizing the importance of strategic positioning.

What are the main factors that contributed to the increase in headline inflation according to the text?

How did the core CPI number change on a month-over-month basis?

What concerns does the speaker express regarding the market's bullishness?

What did Fed Chair Powell indicate about the Fed's reaction function?

What is the significance of the upcoming CPI inflation print mentioned in the text?

How does the speaker view the current state of the labor market?

What opportunities does the speaker see in high growth technology companies?