Market Minutes Recap - Market Update (Perspectives on unemployment claims, oil prices, 'inflationary boom', and year-end rate predictions)
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 unemployment claims, oil prices, 'inflationary boom', and year-end rate predictions
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Rajeev Sharma, Head of Fixed Income
Stephen Hoedt, Head of Equities
George Mateyo, Chief Investment Officer
Rajeev Sharma, Head of Fixed Income
Stephen Hoedt, Head of Equities
00:59 - Comments on the 209,000 unemployment claims reported this week, staying consistent with last week's claims
05:15 - We continue to see oil prices increase and try to understand what factors, such as geopolitical events, are having an impact on this industry
08:09 - As the economy continues in this 'inflationary boom', earnings have not decreased and are growing close to year-end expectations
12:21 - According to the FOMC meeting minutes, though the Fed believes the economy is in a neutral state, they are predicting another rate increase before the end of the year
13:58 - Final comments on continuing to stay diversified across income strategies and being open for different economic considerations