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AMI Asset Management Investment Perspective Episode #38 - 8/01/2025 episode artwork

EPISODE · Aug 1, 2025 · 30 MIN

AMI Asset Management Investment Perspective Episode #38 - 8/01/2025

from AMI Asset Management Investment Perspective · host AMI Asset Management

The AMI team discusses U.S. economic data, including stubbornly high inflation and a surprisingly weak jobs report, and the implications of this for the Federal Reserve. They also focus on the tech sector, specifically earnings reports of major companies like Amazon, Microsoft, and Apple, and discussing key trends in AI, capex, and M&A. Finally, the team provides perspective on how the economic data and Fed policy has impacted the fixed income market.

What this episode covers

The AMI team discusses U.S. economic data, including stubbornly high inflation and a surprisingly weak jobs report, and the implications of this for the Federal Reserve. They also focus on the tech sector, specifically earnings reports of major companies like Amazon, Microsoft, and Apple, and discussing key trends in AI, capex, and M&A. Finally, the team provides perspective on how the economic data and Fed policy has impacted the fixed income market.

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AMI Asset Management Investment Perspective Episode #38 - 8/01/2025

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Frequently Asked Questions

How long is this episode of AMI Asset Management Investment Perspective?

This episode is 30 minutes long.

When was this AMI Asset Management Investment Perspective episode published?

This episode was published on August 1, 2025.

What is this episode about?

The AMI team discusses U.S. economic data, including stubbornly high inflation and a surprisingly weak jobs report, and the implications of this for the Federal Reserve. They also focus on the tech sector, specifically earnings reports of major...

Can I download this AMI Asset Management Investment Perspective episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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