All Episodes

January 13, 2025 24 mins

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 the JOLTS report, the Employment Situation, treasury yields, the Fed, and tariff policies.

 
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Rajeev Sharma, Head of Fixed Income
Stephen Hoedt, Head of Equities

01:28 – A recap of important economic news reported in December you may have missed

03:23 – The Job Openings and Labor Turnover Survey (JOLTS) report at 8.1 million in November, supporting strength in the employment market

04:00 – The Employment Situation Summary reported total nonfarm payroll employment at 256,000 

05:00 – Based on recent economic data, the U.S. economy continues to prevail  

06:51 – The release of the nonfarm payroll report continues to put pressure on treasury yields as the 10-year treasury yield increased nearly 20 basis points in less than two weeks 

11:29 – As the new U.S. presidential administration prepares to enter office, the Federal Reserve (Fed) may have to shift its stance on not just being data dependent, but also fiscal policy dependent 

13:07 – Though the new U.S. presidential administration hasn’t taken office yet, the impact of the tariff conversation seems to have already taken afoot. Canada’s Prime Minister, Justin Trudeau, has announced his resignation and the country may be headed toward a ‘right-side’ political environment 


Additional Resources

Key Questions: Are Financial Stocks More Attractive Under a Second Trump Administration? | 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

Mark as Played

Advertise With Us

Popular Podcasts

Stuff You Should Know
Dateline NBC

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

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!

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.