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Market Minutes Recap - Market Update (Perspectives on Employment Situation, unemployment claims, CPI inflation, potential Fed rate cuts, and second quarter earnings)
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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 the Employment Situation, unemployment claims, CPI inflation, potential Fed rate cuts, and second quarter earnings.
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Rajeev Sharma, Head of Fixed Income
Stephen Hoedt, Head of Equities
01:29 – The Employment Situation for the month of June reported new nonfarm payrolls rose by 206,000
02:15 – For the week ending July 6, initial unemployment claims were reported at 222,000
03:05 – The Consumer Price Index (CPI) showed a decline in overall year-over-year inflation from 3.3% in May to 3.0% in June
06:16 – Based on the CPI report, as well as the Employment Situation Summary, there is a high probability there will be a September rate cut; and possibly a second one in December
10:29 – While the stock market has had a tremendous year, so far -- due to Artificial Intelligence corporations driving the markets -- we can expect a similar pattern heading into the second half, although we also expect volatility
14:31 – Final comments about continuing to stay diversified and investing in quality portfolios
Additional Resources
Key Questions: Should Investors Dump their Stocks After a Disappointing Debate? | Key Private Bank
Key Questions | Key Private Bank
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