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Market Minutes Recap - Market Update (Perspectives on this week’s important inflation releases, “two-armed economist” theory, the equity and bond markets, and the upcoming Key Wealth National Call)
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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 this week’s important inflation releases, “two-armed economist” theory, the equity and bond markets, and the upcoming Key Wealth National Call.
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Paul Toft, Senior Fixed Income Portfolio Manager
Stephen Hoedt, Head of Equities
01:22 – The Producer Price Index was released reporting at 0.5% month-over-month for April, which is above the expected figure of 0.3%
04:00 – Remarks regarding the ‘two-armed economist’ theory, as the economy seems to be in a toss-up with the back-and-forth of inflation and rate cut discussions
07:25 – Comments on equities market as it continues to hit peak levels this week
11:43 – As municipal bonds appear to be having a better month than in April, we hear comments explaining why
14:34 – final comments highlighting the upcoming Key Wealth National Call on June 5th at 1:00pm EST
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