What Can we Observe from International Markets? - podcast episode cover

What Can we Observe from International Markets?

Mar 14, 202524 minEp. 161
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Episode description

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, CPI and PPI data, the equities market, tariffs, foreign government spending, the credit market, and the upcoming FOMC meeting. 

 
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
Donald Saverno, Director of Investment Research
Rajeev Sharma, Head of Fixed Income
Stephen Hoedt, Head of Equities

01:46 – The Job Openings and Labor Turnover Survey (JOLTS) report was outlined 7.7 million job openings for January 

01:58 – Both Consumer Price Index (CPI) and Producer Price Index (PPI) reports were released with CPI inflation down 0.2% from January, reporting at 2.8% for February

02:56 – Comments on the recent equities market volatility after this week's 10% drop

09:48 – Comments on tariffs and government spending among other foreign markets such as Europe and China; While the U.S. equities market seems to be in a down trend, other nations don’t seem to share the same trend

15:59 – Comments on the admirable resilience of the credit market, investment grades, and high yield bond spreads due to an abundance of liquidity 

18:18 – Expectations for the upcoming Federal Open Market Committee (FOMC) meeting  and how recent economic data such as CPI, PPI, and PCE inflation rates and reports may affect the conversation



Additional Resources
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Key Questions: How Much Tech Do You Really Own? | Key Private Bank 

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