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 is the general market sentiment towards the Federal Reserve's potential tapering?

• Indifferent and unconcerned

• Opposed and resistant

• Expected and largely priced in

• Surprised and unprepared

Which factor is NOT mentioned as a challenge for markets in the second section?

• Technological advancements

• Inflation concerns

• Debt ceiling

• Tax increases

How might consumer confidence and spending affect corporate earnings?

• Stabilize earnings

• Increase earnings significantly

• Have no impact on earnings

• Potentially reduce earnings

What is a major concern for emerging markets according to the third section?

• High inflation rates

• Lack of technological advancement

• Regulatory concerns in China

• Decreasing global demand

What is the suggested approach for long-term investors regarding emerging markets?

• Avoid investing in emerging markets

• Increase allocation to emerging markets

• Focus solely on US markets

• Maintain a strategic allocation