Market Minutes Recap - Market Update (Perspectives on CPI inflation, retail sales, the earnings market, rate cuts, and municipal bonds)

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 CPI inflation, retail sales, the earnings market, rate cuts, and municipal bonds.
 
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
Rajeev Sharma, Head of Fixed Income
Stephen Hoedt, Head of Equities
Patrick Grady, Senior Fixed Income Portfolio Manager

02:00 – The Consumer Price Index (CPI) for the month of January was reported at 3.1% year-over-year. The 3.1% figure was higher than expected and month-over month data also increased, rather than decreasing  
03:22 – As the holiday season has come to an end, we see overall retail sales for the month of January decline -0.8% month-over-month from December 
04:27 – While the CPI and retail sales figures have declined, we share comments on the earnings season and what to expect as it warps up for Q4:2023
09:15 – Remarks on the continued discussion surrounding inflation and Fed rate cut expectations 
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