In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into PMI data, the JOLTS report, Nonfarm Payrolls, potential rate cuts, the yield curve, fourth quarter earnings, recent tariff policies, and Super Bowl LIX predictions.
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
Connor Cloetingh, Director of Investment Research
Rajeev Sharma, Head of Fixed Income
Stephen Hoedt, Head of Equities
01:20 – ISM Purchasing Managers’ Index (PMI) registered at 50.9% in January for manufacturing, representing expansion taking place after 26 months of contraction
02:02 – The Job Openings and Labor Turnover Survey (JOLTS) reported a decrease in job openings for January at 7.6 million
02:26 – The Employment Situation Summary reported new nonfarm payrolls for January at 143,000. Furthermore, both reports from November and December were revised upward
03:43 – Based on the recent economic data, we hear comments on what we can anticipate the data-dependent Federal Reserve (Fed) will do next regarding 2025 rate cuts
06:03 – Remarks on the yield curve, and U.S. Secretary of Treasury Scott Bessent’s support on issuing treasury debt in the form of bills instead of treasury bonds
07:13 – Comments on the earnings market and recent tariff policies put into place on Canada and Mexico
14:52 – The team gives their predictions on who will win Super Bowl LIX
Additional Resources
Key Questions: Does the Social Security Fairness Act Affect Me? | Key Private Bank
Key Questions | Key Private Bank
Subscribe to our Key Wealth Insights newsletter
Economic & Market Research
Weekly Investment Brief
Follow us on LinkedIn
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!