Market Minutes Recap - Market Update (Perspectives on The Conference Board’s Leading Economic Index, NVIDIA stock, the equity market, and rate cut expectations)
Manage episode 402597382 series 2815319
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 Conference Board’s Leading Economic Index, NVIDIA stock, the equity market, and rate cut expectations.
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Rajeev Sharma, Head of Fixed Income
Steve Hoedt, Head of Equities
01:13 – The Conference Board’s Leading Economic Index indicator showed a decline of 0.4% for the month of January
02:39 – NVIDIA, the tech giant responsible for the AI boom, continues to be a key player with regard to tech stocks increasing market value this week
08:32 – Though NVIDIA continues to set record-highs, we should be aware of potential risks as we have seen a similar stock pattern with the popular tech company, Cisco, during the ‘90s; yet this era is likely different
10:19 – Remarks about the dislocation between the equity and bond market; the bond market is expecting to see diminished rate cuts because of this
16:17 – Final comments on continuing to stay diversified and investing in quality
Additional Resources:
Key Questions: Should my Teenager Start a Roth IRA Account | Key Private Bank
Key Questions | Key Private Bank
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