))
What a Year It's Been... Already!
Manage episode 460944263 series 2815319
Content provided by Andrew Rigo and Key Wealth Institute. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Rigo and Key Wealth Institute or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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 JOLTS report, the Employment Situation, treasury yields, the Fed, and tariff policies.
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 – A recap of important economic news reported in December you may have missed
03:23 – The Job Openings and Labor Turnover Survey (JOLTS) report at 8.1 million in November, supporting strength in the employment market
04:00 – The Employment Situation Summary reported total nonfarm payroll employment at 256,000
05:00 – Based on recent economic data, the U.S. economy continues to prevail
06:51 – The release of the nonfarm payroll report continues to put pressure on treasury yields as the 10-year treasury yield increased nearly 20 basis points in less than two weeks
11:29 – As the new U.S. presidential administration prepares to enter office, the Federal Reserve (Fed) may have to shift its stance on not just being data dependent, but also fiscal policy dependent
13:07 – Though the new U.S. presidential administration hasn’t taken office yet, the impact of the tariff conversation seems to have already taken afoot. Canada’s Prime Minister, Justin Trudeau, has announced his resignation and the country may be headed toward a ‘right-side’ political environment
Additional Resources
Key Questions | Key Private Bank
Subscribe to our Key Wealth Insights newsletter
Economic & Market Research
Weekly Investment Brief
Follow us on LinkedIn
48 episodes
Share
