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Market Minutes Recap - Market Update (Perspectives on the S&P CoreLogic Case-Shiller Home Price Index, GDP, PCE inflation, the presidential debate, and hedge funds)
Manage episode 426138069 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 the S&P CoreLogic Case-Shiller Home Price Index, GDP, PCE inflation, the presidential debate, and hedge funds.
Speakers:
Ather Bajwa, Director of Investment Research
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Rajeev Sharma, Head of Fixed Income
01:37 – The S&P CoreLogic Case-Shiller Home Price Indices reported a 6.3% annual increase for the month of April
02:24 – The overall read for the final estimate of real GDP for the first quarter of 2024 came in at 1.4% annualized
02:58 – The PCE report for spending and inflation showed income was up 0.5% in May, and overall spending was up at 0.2% - 0.3% (based on inflation adjustments); while year-over-year PCE inflation was up 2.6%
04:52 – Comments on market participants’ boosted confidence that the Fed will implement two rate cuts in 2024, following the PCE inflation report released today
08:33 – Remarks on San Francisco’s Federal Reserve President, Mary Daly, and her comments from earlier this week
14:40 – The team dives into hedge funds, what they are, and why they are appropriate for portfolio diversification
Additional Resources
Key Question: What is the Investment Case for Traditional Energy | Key Private Bank
Key Questions | Key Private Bank
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