Market Minutes Recap - Market Update (Case-Shiller, housing, U/E, GDP, PCE) and Human Ingenuity
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. Listen to detailed observations about the Case-Shiller national home price index, unemployment claims, final quarterly GDP, PCE inflation, and human ingenuity.
Speakers:
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
Rajeev Sharma, Managing Director of Fixed Income
01:23 – This week’s market and economic activity
03:58 – Comments on PCE inflation, the housing and labor markets, consumer spending, and GDP
07:06 – Stock market observations for the week
10:37 – The Fed’s influence on the bond market, what PCE inflation print means, predictions for future rate hikes, and what to watch for with the yield curve
14:22 – Insights into bank stress tests
15:28 - Comments on human ingenuity and Dr. Harry Markowitz
Additional Resources:
Key Questions: Who Was Harry Markowitz, and Why Should Investors Know His Name? | Key Private Bank
Subscribe to our Key Wealth Insights newsletter
07:06 – Stock market observations for the week
10:37 – The Fed’s influence on the bond market, what PCE inflation print means, predictions for future rate hikes, and what to watch for with the yield curve
14:22 – Insights into bank stress tests
15:28 - Comments on human ingenuity and Dr. Harry Markowitz
Additional Resources:
Key Questions: Who Was Harry Markowitz, and Why Should Investors Know His Name? | Key Private Bank
Subscribe to our Key Wealth Insights newsletter