Market ‘Rebound’ and Pause on Tariffs

What this episode covers

In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detailed insights into CPI inflation, initial unemployment claims, tariffs, the equities and bond market, and rate cuts. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities03:48 – The Bureau of Labor Statistics released a favorable Consumer Price Index (CPI) inflation report showing inflation for March, month-over-month, declined for the first time since May 2020, at -0.1%04:47 – Initial unemployment claims for the week ending April 5 were reported at 223,000, remaining stable05:41 – Comments on the considerable market volatility, within the equities market, brought on by recent U.S. tariff policies 11:41 – Mentions of ‘Prospect Theory’, and a reminder of its principles, as the equities market, more specifically the Volatility Index (VIX), looks to be in crisis mode 14:20 – Remarks on bond market volatility and its effect on credit spreads, investment grades and yields19:08 – While a 90-day pause on reciprocal tariffs has been announced by the President, the Federal Reserve (Fed) may follow suit with a pause on cutting rates at the next two upcoming Federal Open Market Committee (FOMC) meetings20:10 – Final comments on what U.S. companies are doing to prepare earnings guidance for the second quarter (Q2:2025) after the uncertainty regarding tariffsAdditional ResourcesKey Questions: Do Cracks in the Credit Markets Mean US Corporates’ Financial Health Has Cracked? | Key Private BankKey Questions | Key Private BankSubscribe to our Key Wealth Insights newsletterWeekly Investment BriefFollow us on LinkedIn

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How long is this episode of Key Wealth Matters?

This episode is 27 minutes long.

When was this Key Wealth Matters episode published?

This episode was published on April 14, 2025.

What is this episode about?

In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detailed insights into CPI inflation, initial unemployment claims, tariffs, the equities...

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