As Tech Comes Back, Don't Sell The Cyclicals Yet

As the S&P 500 hit another record high on the back of a boost in tech, Joe Quinlan, Chief Market Strategist with the US Trust-BOA Private Wealth Management, doesn't think its time to move on from cyclical. He also gets into his expectations of the Fed's talking about tapering, inflation, and US CPI, as well as his outlook on Europe.