Market Minutes Recap – Housing and Labor Market Updates, ERP Framework Discussion, PCE Inflation Print, and Expectations for Fed's March Meeting
Although this week's economic calendar was fairly light, there were still many updates around inflation, the equities market, and Fed Speak. Listen to our latest Key Wealth Matters podcast for our latest takeaways.
Speakers:
George Mateyo, Chief Investment Officer
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
Brian Pietrangelo, Managing Director of Investment Strategy
Rajeev Sharma, Managing Director of Fixed Income
00:58 – This week’s economic news, including updates on the housing and labor markets
04:34 – Perspectives on the equities market and recent activity of the S&P 500
07:49 – Equity risk premium framework discussion, perspectives on commodity prices and inflation
12:07 – Comments on the carry-over from last week’s PCE Inflation print into this week’s increase in yields and what it means for the Federal Reserve’s March meeting and rate increases.
Additional Resources: