AMI Asset Management Investment Perspective Episode #33 - 6/27/2025

In this episode, the team discusses recent geopolitical developments, including U.S. involvement in the Israel-Iran conflict and its impact on markets. They analyze updated economic data pointing to slowing consumer spending and shifting Fed policy expectations. The conversation covers key corporate earnings in the consumer and technology sectors, with commentary on companies like Nike, General Mills, and Micron. The team also examines advancements in AI and autonomous vehicles, including Tesla’s robotaxi launch and Waymo’s progress. Finally, they touch on evolving U.S.-China trade relations and their implications for energy and fixedincome markets.