Will Inflation Take a Step Back When the Clocks Spring Forward?
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 PMI data, the Fed’s Beige Book, the Employment Situation Report, the credit market, the U.S. dollar, and the upcoming Key Wealth National Call.
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Rajeev Sharma, Head of Fixed Income
Stephen Hoedt, Head of Equities
01:28 – The Purchasing Managers’ Index (PMI) revealed the overall manufacturing data dropped from January to February still proving manufacturing is in a contractionary state longer-term
02:27 – The Federal Reserve (Fed) released their Beige Book of economic data
03:15 – The Employment Situation Report showed the nonfarm payroll data at 151,000, with modest revisions for December and January
07:57 – Comments on the credit market, investment grade and high yield bond spreads
15:44 – Comments on the U.S. dollar and how it’s being impacted by trade policies and implementation of tariffs
19:05 - Reminder for the upcoming Key Wealth National Call Wednesday, March 12th at 1:00pm EST/10:00am PST
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