AMI Asset Management Investment Perspective Episode #36 - 7/18/2025

In this episode of AMI's Investment Perspective, the team unpacks the latest economic data, highlighting cooling inflation and stronger-than-expected retail sales. They dive into key developments across consumer sectors, including Kraft Heinz’s potential breakup and Coca-Cola's rumored shift to cane sugar. The tech segment covers standout earnings from Taiwan Semiconductor and Netflix, plus a deep look into Meta’s aggressive AI talent push and evolving strategy. In energy, Chevron's $53 billion acquisition of Hess gets the green light, securing access to major Guyana oil reserves. The team wraps up with bond market insights, including yield movements and political noise around the Federal Reserve.