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Market Minutes Recap - Market Update (Perspectives on PMI data, employment data, the Fed, yields, early thoughts on earnings season, and oil prices)
Manage episode 410849471 series 2815319
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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, employment data, the Fed, yields, early thoughts on earnings season, and oil prices.
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Rajeev Sharma, Head of Fixed Income
Steve Hoedt, Head of Equities
01:41 – The Purchasing Managers’ Index (PMI) data showed the manufacturing side of the economy moved into an expansionary phase in March, while the services side of the economy has been expanding during the past 4 years
04:30 – Based off today’s employment report, the Fed may start to recalibrate its policy due to the economy’s strength
06:49 – Remarks about the 10-year Treasury yield and how investors hope it will not rise back to the 4.50% resistance point
11:15 – Based on the PMI data, we believe it is currently a macro-driven market that is reinforcing strong growth and corporate earnings
13:59 – Comments on the recent increases in oil and gas prices
Additional Resources:
Key Questions: Will the Fed Achieve Complete “Inflation Totality”? | Key Private Bank
Key Questions | Key Private Bank
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