Subscribe
Copied to clipboard
Share
Share
Copied to clipboard
Embed
Copied to clipboard
Key Wealth Matters
Trailer
Bonus
Episode 162
Season 1
March Market Madness
In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detailed insights into the recent FOMC meeting, credit markets, and the yield curve
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
Cindy Honcharenko, Director of Portfolio Management
George Mateyo, Chief Investment Officer
Rajeev Sharma, Head of Fixed Income
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
Cindy Honcharenko, Director of Portfolio Management
George Mateyo, Chief Investment Officer
Rajeev Sharma, Head of Fixed Income
Key points include:
01:34 - This Week's Market and Economic Updates: February 2025 saw a 0.2% increase in retail sales, a 0.7% increase in industrial production, and a 4.2% increase in existing home sales
04:19 - FOMC Meeting: The Fed kept the federal funds rate unchanged at 4.25% to 4.50%, with projections for 2025 including 1.7% real GDP growth, 2.8% core PCE inflation, and 4.4% unemployment
09:52 - Credit Markets: Credit spreads remain resilient despite market volatility, with high demand for corporate bonds
13:44 - Yield Curve: The yield curve steepened after the Fed meeting, with front-end yields moving lower faster than longer-term yields
14:43 - Sentiment and Volatility: Equity market sentiment is bearish, similar to levels seen in 2009
01:34 - This Week's Market and Economic Updates: February 2025 saw a 0.2% increase in retail sales, a 0.7% increase in industrial production, and a 4.2% increase in existing home sales
04:19 - FOMC Meeting: The Fed kept the federal funds rate unchanged at 4.25% to 4.50%, with projections for 2025 including 1.7% real GDP growth, 2.8% core PCE inflation, and 4.4% unemployment
09:52 - Credit Markets: Credit spreads remain resilient despite market volatility, with high demand for corporate bonds
13:44 - Yield Curve: The yield curve steepened after the Fed meeting, with front-end yields moving lower faster than longer-term yields
14:43 - Sentiment and Volatility: Equity market sentiment is bearish, similar to levels seen in 2009
The episode concludes with the panelists sharing their basketball predictions for the NCAA tournament.