In this week's podcast, we discuss the major market events of the past week, including the recent Fed rate cut and the impact of Trump's election on various sectors such as healthcare, tech, consumer, industrials, utilities, and energy. We also explore the recent rise in rates, what’s driving it, and why the equity market may be looking past this traditional headwind.

In this week’s podcast, we discuss key economic data and significant earnings releases in the enterprise software space, including updates from ServiceNow. We also cover major developments in the consumer sector, such as Tesla’s earnings, Starbucks' preannouncement, and a foodborne illness issue at McDonald's. Additionally, we examine the halted merger between Tapestry and Capri, which was blocked by the FTC.

Welcome to the AMI Investment Perspective podcast.