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AMI Asset Management Investment Perspective #25 - 5/2/2025 episode artwork

EPISODE · May 2, 2025 · 33 MIN

AMI Asset Management Investment Perspective #25 - 5/2/2025

from AMI Asset Management Investment Perspective · host AMI Asset Management

In this week’s episode, the AMI team unpacks a busy week in markets—from upbeat job numbers and sticky inflation to the ripple effects of rising tariffs. AMI discusses developments in the bond market, which has stabilized after early volatility. We also unpack Big Tech earnings and the implications for the broader economy. As consumer confidence sinks, actual spending holds up. This curious dynamic has led to clear winners and losers, from Chili’s value-driven surge to Starbucks’ and McDonald’s struggles. Get the full scoop on what’s driving markets and how companies are adapting.

What this episode covers

In this week’s episode, the AMI team unpacks a busy week in markets—from upbeat job numbers and sticky inflation to the ripple effects of rising tariffs. AMI discusses developments in the bond market, which has stabilized after early volatility. We also unpack Big Tech earnings and the implications for the broader economy. As consumer confidence sinks, actual spending holds up. This curious dynamic has led to clear winners and losers, from Chili’s value-driven surge to Starbucks’ and McDonald’s struggles. Get the full scoop on what’s driving markets and how companies are adapting.

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AMI Asset Management Investment Perspective #25 - 5/2/2025

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Frequently Asked Questions

How long is this episode of AMI Asset Management Investment Perspective?

This episode is 33 minutes long.

When was this AMI Asset Management Investment Perspective episode published?

This episode was published on May 2, 2025.

What is this episode about?

In this week’s episode, the AMI team unpacks a busy week in markets—from upbeat job numbers and sticky inflation to the ripple effects of rising tariffs. AMI discusses developments in the bond market, which has stabilized after early volatility. We...

Can I download this AMI Asset Management Investment Perspective episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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