This week had several positives, with better-than-expected consumer confidence, softer-than-expected inflation numbers, and other signs of resilient growth. Listen to our latest Key Wealth Matters podcast for our experts' perspectives on this week's economic news, including the latest housing readings, initial Unemployement claims for the week, additional signs that China’s economy has reawakened, and what may lie ahead from the Fed with respect to corporate earnings. 

 

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

 

00:57 – This week’s economic news

01:25 – Remarks on inflation numbers, health of the banking sector, and global markets

04:46 – Expectations heading into earnings season, with comments on the S&P 500

07:28 – Earnings predictions for the remainder of the year with comments on growth 

09:23 – Comments on movement in the bond market, continued odds between the Fed and market expectations, and credit spreads