EPISODE · May 16, 2025 · 27 MIN
AMI Asset Management Investment Perspective Episode #27 - 5/16/2025
from AMI Asset Management Investment Perspective · host AMI Asset Management
In this episode, the AMI team explores a tariff pause with China, fueling an equity market surge. We analyze encouraging inflation data, softening consumer confidence, and sluggish retail sales amid trade uncertainty. The discussion covers macro impacts on Walmart and Boeing, evolving energy market dynamics, and rising bond yields signaling economic optimism. The team also considers potential Fed rate adjustments if employment weakens.
What this episode covers
In this episode, the AMI team explores a tariff pause with China, fueling an equity market surge. We analyze encouraging inflation data, softening consumer confidence, and sluggish retail sales amid trade uncertainty. The discussion covers macro impacts on Walmart and Boeing, evolving energy market dynamics, and rising bond yields signaling economic optimism. The team also considers potential Fed rate adjustments if employment weakens.
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AMI Asset Management Investment Perspective Episode #27 - 5/16/2025
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