Earnings expanding at a "historic rate" is what Ahmed Reisgo points to as the key driver to lasting market momentum even as Treasury yields spike. He also brushes back concerns that the U.S. economy is "overheating" despite the earnings uptick. On the Fed, Ahmed makes the case that the committee will make a "mistake" to hike interest rates as much as markets are pricing in. "Not all parts of the economy are on stable footing," says Ahmed, points out ways that a rate hike will undercut the components currently working.