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, Q2 GDP, PCE inflation, the stock market, and next week’s FOMC meeting.  Speakers:  Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities   01:55 – Existing home sales declined 5.4% in June, confirming the hesitancy people have to acquire a new mortgage at ..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 monthly retail sales, industrial production, the Fed’s Beige Book report, unemployment data, the equities market, and the bond market. Speakers:  Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Stephen Hoedt, Head of Equities Tim McDonough, Senior Portfolio Manager   02:22 – Monthly retail sales came in at 0.0% for June, which signifies ..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 Employment Situation, unemployment claims, CPI inflation, potential Fed rate cuts, and second quarter earnings. Speakers:  Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities   01:29 – The Employment Situation for the month of June reported new nonfarm payrolls rose by 206,0 ..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 S&P CoreLogic Case-Shiller Home Price Index, GDP, PCE inflation, the presidential debate, and hedge funds.  Speakers:  Ather Bajwa, Director of Investment Research Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income   01:37 – The S&P CoreLogic Case-Shiller Home Price Indices reported a 6.3% an ..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 retail sales, industrial production, consumer spending, the Fed, and the equities market. Speakers:  Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities   01:38 – The overall Advance Retail Sales report showed a slight increase of 0.1% for the month of May  02:19 – After fl ..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, CPI inflation, the FOMC meeting, and the equities market. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Cynthia Honcharenko, Director of Fixed Income Portfolio Management  George Mateyo, Chief Investment Officer Stephen Hoedt, Head of Equities   01:27 – June initial unemployment claims came in at 242,000. This was an increase of about 13,000 from t ..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, Fed rate cuts, and the stock and bond markets. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 01:37 – The Manufacturing Purchasing Manager’s Index (PMI) was reported at a lower figure for the month of May, which is also down from the month of Apri ..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 Beige Book report, PCE inflation, the ECB, the equities market, our perspective on international markets, and Key Wealth’s upcoming National Call. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Donald Saverno, Director of Multi-Strategy Research Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 01:38 – The Fed’s Beige Book report was released highlighting ec ..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 equities market, corporate earnings, and the upcoming CPI report. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer  Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities  01:53 – Updates on earnings and what is being reported from the stock market  09:16 – Comments on rate cut discussions by the Fed, in recent ..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 Employment Cost Index, the FOMC meeting, and the bond and equities market. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Cindy Honcharenko, Director of Fixed Income George Mateyo, Chief Investment Officer  Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities  02:07 - The Employment Cost Index revealed for the quarter ending March 2024 that wages and ..read more