EPISODE · Jul 25, 2025 · 33 MIN
AMI Asset Management Investment Perspective Episode #37 - 7/25/2025
from AMI Asset Management Investment Perspective · host AMI Asset Management
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.
What this episode covers
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.
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AMI Asset Management Investment Perspective Episode #37 - 7/25/2025
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