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

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.