AMI Asset Management Investment Perspective Episode #27 - 5/16/2025

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.