In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the retail sales report, the equities market, and the Fed.  Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer  Rajeev Sharma, Head of Fixed Income Steve Hoedt, Head of Equities  01:24 – The retail sales report for March was reported at 0.7% and the report for February was revised from 0.6% to 0.9% 03:37 – As the market is experi ..read more

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the CPI Inflation report, yields, earnings outlook, and KeyBank’s National Call this week.  Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer  Rajeev Sharma, Head of Fixed Income Steve Hoedt, Head of Equities  02:10 – The Consumer Price Index (CPI) Inflation report was released and it showed a visible increase in inflation of 3 ..read more

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into PMI data, employment data, the Fed, yields, early thoughts on earnings season, and oil prices. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer  Rajeev Sharma, Head of Fixed Income Steve Hoedt, Head of Equities  01:41 – The Purchasing Managers’ Index (PMI) data showed the manufacturing side of the economy moved into an expansionary ..read more

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into existing-home sales, the FOMC meeting, rate cuts, The Wealth Effect, and the equities market. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Cindy Honcharenko, Director of Fixed Income Portfolio Management George Mateyo, Chief Investment Officer  Rajeev Sharma, Head of Fixed Income Steve Hoedt, Head of Equities  01:42 – For the month of February, existing-home sales sur ..read more

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the Retail Sales report, CPI inflation, rate cuts, the equities market, and the one-year anniversary of 2023 banking sector disruption. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer  Rajeev Sharma, Head of Fixed Income Steve Hoedt, Head of Equities  Ester Lau, Senior Credit Analyst 01:38 – According to the Census Bureau, Retail ..read more

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the Purchasing Manager’s Index, the JOLTS report, the employment report, the Fed, the yield market, the stock market, and anticipated U.S. spending. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer  Jim Kerrigan, Senior Fixed Income Portfolio Manager Steve Hoedt, Head of Equities  01:26 – The Institute of Supply Management reporte ..read more

In this week's Market Minutes recap, our team of investing experts discusses various topics including the recent leap year, the GDP for the fourth quarter of 2023, consumer spending, unemployment claims, and inflation. They also discuss the Federal Reserve's outlook on interest rates and the equity market's performance. Additionally, they delve into the concept of private equity, its definition, its benefits, and its differences from public equity.  Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer  Rajeev Sharma, Head of F ..read more

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into The Conference Board’s Leading Economic Index, NVIDIA stock, the equity market, and rate cut expectations.  Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer  Rajeev Sharma, Head of Fixed Income Steve Hoedt, Head of Equities     01:13 – The Conference Board’s Leading Economic Index indicator showed a decline of 0.4% f ..read more

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into CPI inflation, retail sales, the earnings market, rate cuts, and municipal bonds.   Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities Patrick Cuddy, Senior Fixed Income Portfolio Manager 02:00 – The Consumer Price Index (CPI) for the month of January was reported at 3.1% year-over-year. The 3.1% figure was hig ..read more

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into unemployment claims, the Purchasing Managers’ Index, the earnings market, the Federal Reserve, commodity pricing, and a revolutionary digital streaming agreement.  Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 01:03 – Initial unemployment claims came in at 218,000 for the week ending February 3, which is a ..read more