AMI Asset Management Investment Perspective Episode #37 - 7/25/2025

In this episode, the team discusses a quiet week in economic data, the implications of a new U.S.–Japan trade deal featuring reduced tariffs and major investment commitments, and key consumer earnings from Tesla and Domino’s. They also cover a potential game-changing railroad merger between Union Pacific and Norfolk Southern. Finally, the team explores trends in the fixed income markets, including strength in corporate bonds and continued challenges in municipals.