• Market Minutes Recap - Market Update (Perspectives on the S&P CoreLogic Case-Shiller Home Price Index, PCE Inflation report, rate cuts, NVIDIA, and the upcoming Key Wealth National Call)

  • Aug 30 2024
  • Length: 20 mins
  • Podcast

Market Minutes Recap - Market Update (Perspectives on the S&P CoreLogic Case-Shiller Home Price Index, PCE Inflation report, rate cuts, NVIDIA, and the upcoming Key Wealth National Call)

  • Summary

  • 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 S&P CoreLogic Case-Shiller Home Price Index, PCE Inflation report, rate cuts, NVIDIA, and the upcoming Key Wealth National Call.

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


    01:58 – S&P CoreLogic Case-Shiller Home Price Index hits all-time high in June

    03:15 – The Personal Consumption Expenditures (PCE) Inflation data for July remained the same as June

    04:37 – Comments on this week’s economic news and how we can conclude that inflation is cooling, and overall spending is gradually increasing

    06:48 – Remarks on last week’s Jackson Hole Symposium, with Federal Reserve Chair Powell, and the rate cut forecast before the end of the year

    10:17 – NVIDIA makes headlines once again, beating revenue and earnings expectations; however, the bulls and bears had mixed reactions

    14:40 – Final comments highlighting the upcoming Key Wealth National Call Wednesday, September 4th at 1:00pm EST

    Additional Resources

    Key Questions: When the Fed Cuts Rates, Should Investors Cut Their Exposure to Stocks | Key Private Bank

    Key Questions | Key Private Bank
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