Cocoa Prices Aren’t the Only Thing on the Rise

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 CPI inflation data, retail sales, corporate earnings, the credit market, and commodity trends.  

 
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Rajeev Sharma, Head of Fixed Income
Stephen Hoedt, Head of Equities

02:00 – The Consumer Price Index (CPI) reported an increase of 3.0% for all items year-over-year for January, higher than the prior month

02:43 – Retail sales declined 0.9% month-over-month in January 

03:39 – Comments on recent economic data and how it seems inflation is still running hotter than expected

07:04 – While fourth quarter 2024 earnings have performed above expectations, it is expected the overall growth for 2025 will be less than 15% 

11:27 – Remarks on the credit market as they continue to not show volatility due to the increased demand 

15:51 – Comments on trends in commodities, such as copper and gold 

18:16 – Final comments about remaining invested and diversified within your portfolio 

Additional Resources

Key Questions: Do the California Wildfires Put Any Investment at Risk? | Key Private Bank 

Key Questions | Key Private Bank
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