Market Minutes Recap – Inflation Cools, Recession Signal Looms and Earnings Boom Falters as Fed Debates Next Rate Hike
Markets closed the week higher on record declines in headline inflation for the first time in two years, despite sticky wage growth. As corporate earnings come under pressure, the key yield curve steepens and Fed speak continues – what comes next for investors? Find out in our latest podcast as our team of experts shares where the markets and the Fed are headed in the next 90 days.
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
Brian Pietrangelo, Managing Director of Investment Strategy
Rajeev Sharma, Managing Director of Fixed Income
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
Brian Pietrangelo, Managing Director of Investment Strategy
Rajeev Sharma, Managing Director of Fixed Income
- 01:10 – This week’s economic news
- 02:21 – Recent stock rally and earnings season
- 07:55 – What the inflation print means for the Fed
- 12:33 – Outlook for Fed rate hikes for the next 90 days
Additional Resources:
Investment Brief
Investment Brief