AMI Asset Management Investment Perspective Episode #14 - 2/14/2025

In this week's podcast, the team discusses the latest economic indicators, including higher-than-expected CPI and PPI, which have shifted the Fed’s stance on interest rate cuts, and concerns about inflation's volatility across sectors like shelter and mortgage rates. They explore tech trends, such as Nvidia’s role in AI and potential semiconductor collaborations between Intel and Taiwan Semiconductor, while also touching on OpenAI’s ongoing tensions following Elon Musk’s $97 billion bid. On the consumer side, the team talks about how U.S. retail sales showed weakness but restaurant growth persisted, with companies like Coca-Cola and Molson Coors posting strong earnings, while food prices rose due to factors like the avian flu impacting egg supply.