AMI Asset Management Investment Perspective Episode #22 - 4/11/2025

In this week’s podcast, we discuss improving inflation data and volatile market reactions to geopolitical tensions, including a short-lived tariff pause and concerns over FDA staffing and potential pharma tariffs. The team addresses how consumer sentiment dropped to multi-decade lows, with rising inflation expectations and credit card stress signaling pressure on household finances, though large retailers like Walmart and Costco continue to gain share. Finally, as earnings season approaches, we explore how investors are focused on shifting toward companies’ ability to manage uncertainty, with resilience, pricing power, and supply chain diversification emerging as key themes.