AMI Asset Management Investment Perspective Episode #26 - 5/09/2025

In this episode, the team provides a broad overview of current economic and market dynamics. They discuss the Federal Reserve's decision to maintain interest rates amid concerns over rising inflation and unemployment, alongside the broader effects of tariffs on consumer behavior and supply chains. The conversation touches on the Apple-Google antitrust lawsuit and AI-driven ad market trends. Energy markets are examined, with a focus on shifting production trends and strategic responses to lower energy prices. Finally, the team explores mixed consumer sector trends, highlighting how tariffs and economic uncertainty are shaping spending patterns across retail, travel, and dining industries.