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 one of the main concerns of the Fed regarding market behavior?

• Market liquidity

• Market speculation

• Market complacency

• Market volatility

Why is the Fed concerned about wage inflation?

• It affects consumer spending

• It is the largest component of CPI

• It leads to higher interest rates

• It reduces government revenue

What has been the trend in inflation expectations recently?

• They have become unpredictable

• They have started to increase

• They have decreased significantly

• They have remained stable

What is a significant factor affecting the long end of the treasury yield curve?

• Short-term interest rates

• Corporate bond issuance

• Foreign central bank purchases

• Domestic inflation rates

What is the relationship between the two-year treasury yield and Fed rate hike expectations?

• They are inversely related

• They are negatively correlated

• They are directly related

• They are unrelated