Market Minutes Recap - Market Update (Perspectives on the S&P CoreLogic Case-Shiller Home Price Index, PCE Inflation report, rate cuts, NVIDIA, and the upcoming Key Wealth National Call)

Key Wealth Matters

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 the S&P CoreLogic Case-Shiller Home Price Index, PCE Inflation report, rate cuts, NVIDIA, 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

01:58 – S&P CoreLogic Case-Shiller Home Price Index hits all-time high in June

03:15 – The Personal Consumption Expenditures (PCE) Inflation data for July remained the same as June

04:37 – Comments on this week’s economic news and how we can conclude that inflation is cooling, and overall spending is gradually increasing

06:48 – Remarks on last week’s Jackson Hole Symposium, with Federal Reserve Chair Powell, and the rate cut forecast before the end of the year

10:17 – NVIDIA makes headlines once again, beating revenue and earnings expectations; however, the bulls and bears had mixed reactions

14:40 – Final comments highlighting the upcoming Key Wealth National Call Wednesday, September 4th at 1:00pm EST

Additional Resources

Key Questions: When the Fed Cuts Rates, Should Investors Cut Their Exposure to Stocks | Key Private Bank

Key Questions | Key Private Bank
Subscribe to our Key Wealth Insights newsletter

Economic & Market Research
Weekly Investment Brief
Follow us on LinkedIn