Signals in Motion: What the Data, the Fed, and AI Are Telling Us Now

Podcast: Key Wealth Matters · Key Wealth Institute

Opublikowano: 2026-04-24

Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Stephen Hoedt, Head of Equities Rajeev Sharma, Head of Fixed Income 01:48 - We open with key economic data, focusing on stable initial unemployment claims as a sign of labor market resilience and a strong March retail sales report that shows consumer spending remains healthy, even after adjusting for higher gasoline and auto prices. 03:04 - We frame the broader macro backdrop, noting limited economic releases during the week while setting up three m...