Markets Focused on Earnings Near-Term, Says BMO's Schleif

The video discusses the current market focus on earnings, particularly in the tech sector, and the implications of potential Fed rate hikes. It explores the bond market's reaction to inflation and the normalization of yields. The discussion also covers market risks, Fed policy, and client concerns about infrastructure bills and taxes. The video concludes with insights into the sensitivity of tech companies to rate hikes and a global market outlook, including a downgrade in emerging markets exposure.

What is the current focus of the markets according to the text?

How are the bond markets reacting to the expectations of Fed raises?

What are the potential impacts of inflation on companies and employers?

What signs indicate that the risk in the markets is enhanced?

What concerns do clients have regarding the infrastructure bills?

How does the text describe the current state of tech companies in relation to rate hikes?

What changes in investment strategy are mentioned regarding emerging markets?