DWM Common Sense Podcast

Common Sense 10.08.26: What Economic Data Tells Us

DWM Common Sense Podcast

Show Notes

Each week, Michael Yoshikami, CEO of Destination Wealth Management, shares his perspective on the latest market developments, economic trends, and investment strategies to help investors stay informed and focused on long-term success.

In this episode, he covers:

Why the 10-year Treasury yield can provide insight into market expectations for future inflation How CPI and PPI data help measure changes in consumer prices and business input costs Why Federal Reserve votes and meeting minutes can offer clues about the direction of monetary policy How housing starts, manufacturing activity, and hiring trends can provide clues about future economic growth Why jobs, wages, and unemployment claims are especially important in a consumption-driven U.S. economy How corporate earnings and broader economic conditions factor into DWM’s top-down approach to portfolio positioning

Learn more at www.destinationwm.com.

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