Market Minutes Recap - Market Update (Perspectives on GDP and inflation data, and the private credit market)
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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 recent GDP report and inflation data. Our experts also discuss the private credit market and its benefits for investors.
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Rajeev Sharma, Head of Fixed Income
Ather F. Bajwa, CFA,® CPA, Director Investment Research
01:24 – Remarks on GDP for the first quarter of 2024, which came in at an annualized rate of 1.6%, down from the previous quarter, and comments on the contributors.
04:21 – Reaction to the overall GDP and PCE inflation data from PCE, and what it means for the economy.
07:31 – Comments on the labor market, rate cuts, and the upcoming FOMC meeting.
11:42 – Discussion on the private credit market and its benefits for investors.
Additional Resources:
Key Questions: Private Credit: What Is It and Should You Add It to Your Portfolio? | Key Private Bank
White paper: An Introduction to Investing in Private Credit | Key Private Bank
Key Questions | Key Private Bank
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