Key Wealth Matters

125 episodes - English - Latest episode: 1 day ago - ★★★★★ - 6 ratings

Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments.

Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions.

To submit potential topics or questions to our experts, contact us via email at [email protected].

For more information, articles, or other insights related to wealth management, visit key.com/ourinsights.

The Key Wealth Institute is comprised of financial professionals representing Key entities including Key Private Bank, KeyBank Institutional Advisors, and Key Investment Services. Any opinions, projections, or recommendations contained herein are subject to change without notice and are not intended as individual investment advice.

This material is presented for informational purposes only and should not be construed as individual tax or financial advice. Bank and trust products are provided by KeyBank National Association (KeyBank), Member FDIC and Equal Housing Lender. Key Private Bank and KeyBank Institutional Advisors are part of KeyBank. Investment products, brokerage and investment advisory services are offered through Key Investment Services LLC (KIS), member FINRA/SIPC and SEC registered investment advisor. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank.

Investment and insurance products are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY
KeyBank and its affiliates do not provide legal advice. Individuals should consult their personal tax advisor before making any tax-related investment decisions.

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Episodes

Market Minutes Recap - Market Update (Perspectives on GDP and inflation data, and the private credit market)

April 26, 2024 16:10 - 20 minutes - 27.9 MB

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, ...

Market Minutes Recap - Market Update (Perspectives on the retail sales report, the equities market, and the Fed)

April 19, 2024 19:54 - 18 minutes - 25 MB

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 retail sales report, the equities market, and the Fed. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Steve Hoedt, Head of Equities 01:24 – The retail sales report for March was rep...

Market Minutes Recap - Market Update (Perspectives on the CPI Inflation report, yields, earnings outlook, and KeyBank’s National Call this week)

April 12, 2024 18:46 - 21 minutes - 29.9 MB

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 CPI Inflation report, yields, earnings outlook, and KeyBank’s National Call this week. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Steve Hoedt, Head of Equities 02:10 – The Consu...

Market Minutes Recap - Market Update (Perspectives on PMI data, employment data, the Fed, yields, early thoughts on earnings season, and oil prices)

April 05, 2024 18:34 - 20 minutes - 27.7 MB

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 PMI data, employment data, the Fed, yields, early thoughts on earnings season, and oil prices. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Steve Hoedt, Head of Equities 01:41 – The Pu...

Market Minutes Recap - Market Update (Perspectives on existing-home sales, the FOMC meeting, rate cuts, The Wealth Effect, and the equities market)

March 22, 2024 18:29 - 21 minutes - 29.2 MB

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 existing-home sales, the FOMC meeting, rate cuts, The Wealth Effect, and the equities market. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Cindy Honcharenko, Director of Fixed Income Portfolio Management George Mateyo, Chief Investment Officer Rajeev Sharma, Hea...

Market Minutes Recap - Market Update (Perspectives on the Retail Sales report, CPI inflation, rate cuts, the equities market, and the one-year anniversary of 2023 banking sector disruption)

March 15, 2024 20:19 - 21 minutes - 29.3 MB

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 Retail Sales report, CPI inflation, rate cuts, the equities market, and the one-year anniversary of 2023 banking sector disruption. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Steve...

Market Minutes Recap - Market Update (Perspectives on the Purchasing Manager’s Index, the JOLTS report, the employment report, the Fed, the yield market, the stock market, and anticipated U.S. spending)

March 08, 2024 20:47 - 20 minutes - 28.1 MB

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 Purchasing Manager’s Index, the JOLTS report, the employment report, the Fed, the yield market, the stock market, and anticipated U.S. spending. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Jim Kerrigan, Senior Fixed In...

Market Minutes Recap - Market Update (Perspectives on Q4 2023 GDP, PCE Inflation, Predictions for Rate Cuts, Private Equity)

March 01, 2024 18:24 - 21 minutes - 30.1 MB

In this week's Market Minutes recap, our team of investing experts discusses various topics including the recent leap year, GDP for the fourth quarter of 2023, consumer spending, unemployment claims, and inflation. They also discuss the Federal Reserve's outlook on interest rates and the equity market's performance. Additionally, they delve into the concept of private equity, its definition, its benefits, and its differences from public equity. Speakers: Brian Pietrangelo, Managi...

Market Minutes Recap - Market Update (Perspectives on The Conference Board’s Leading Economic Index, NVIDIA stock, the equity market, and rate cut expectations)

February 23, 2024 20:30 - 21 minutes - 29.2 MB

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 ...

Market Minutes Recap - Market Update (Perspectives on CPI inflation, retail sales, the earnings market, rate cuts, and municipal bonds)

February 16, 2024 19:39 - 20 minutes - 28.3 MB

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 CPI inflation, retail sales, the earnings market, rate cuts, and municipal bonds. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities Patrick Grady, Senior Fixed Income Portfolio Manager 02:00 – The Co...

Market Minutes Recap - Market Update (Perspectives on the unemployment claims, the Purchasing Managers’ Index, the earnings market, the Federal Reserve, commodity pricing, and a revolutionary digital streaming agreement)

February 09, 2024 19:00 - 19 minutes - 27.2 MB

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 unemployment claims, the Purchasing Managers’ Index, the earnings market, the Federal Reserve, commodity pricing, and a revolutionary digital streaming agreement. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head ...

Market Minutes Recap - Market Update (Perspectives on the Job Openings & Labor Turnover Survey, the Nonfarm Payrolls report, the FOMC meeting, and the earnings market)

February 02, 2024 20:36 - 19 minutes - 27 MB

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 Job Openings & Labor Turnover Survey, the Nonfarm Payrolls report, the FOMC meeting, and the earnings market. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Cynthia Honcharenko, Director of Portfolio Management George Mateyo, Chief Investment Officer Rajeev Sharma,...

Market Minutes Recap - Market Update (Perspectives on unemployment claims, fourth quarter GDP, PCE inflation, the upcoming FOMC meeting, and the earnings market)

January 26, 2024 18:41 - 19 minutes - 26.3 MB

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 unemployment claims, fourth quarter GDP, PCE inflation, the upcoming FOMC meeting, and the earnings market. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 01...

Market Minutes Recap - Market Update (Perspectives on retail sales, rate cuts, earnings season, and this week’s Key Questions article)

January 19, 2024 19:36 - 20 minutes - 28.7 MB

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 retail sales, rate cuts, earnings season, and this week’s Key Questions article. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 01:11 – Comments on retail sal...

Market Minutes Recap - Market Update (Perspectives on the Economic data, Geopolitical news, and crypto)

January 12, 2024 20:09 - 21 minutes - 29.3 MB

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 this and last week's economic news, comments on geopolitical news, and a recap of SEC news regarding crypto. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Stephen Hoedt, Head of Equities Justin Tantalo, Director of Multi-Stra...

Market Minutes Recap - Market Update (Perspectives on the CPI report, unemployment claims, the FOMC meeting, and the ECB report)

December 15, 2023 20:30 - 21 minutes - 29.8 MB

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 CPI report, unemployment claims, the FOMC meeting, and the ECB report. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Cynthia Honcharenko, Director of Fixed Income Portfolio Management George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income ...

Market Minutes Recap - Market Update (Perspectives on the Purchasing Managers Index report, the JOLTS report, the Employment Situation, the yield curve, and our 2024 economic and market outlook)

December 08, 2023 21:09 - 23 minutes - 31.8 MB

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 the Purchasing Managers Index report, the JOLTS report, the Employment Situation, the yield curve, and our 2024 economic and market outlook. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Incom...

Market Minutes Recap - Market Update (Perspectives on the GDP report, the PCE inflation report, Federal Reserve member speeches this week, and KeyBank’s upcoming National Call)

December 01, 2023 22:12 - 21 minutes - 29.2 MB

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 GDP report, the PCE inflation report, Federal Reserve member speeches this week, and KeyBank’s upcoming National Call on our 2024 economic and market outlook. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, H...

Market Minutes Recap - Market Update (Perspectives on the Consumer Price Index of inflation, Retail Sales, Congress’s decision on government spending, and KeyBank’s upcoming National Call)

November 17, 2023 19:39 - 17 minutes - 24.2 MB

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 Consumer Price Index of inflation, Retail Sales, Congress’s decision on government spending, and KeyBank’s upcoming National Call on our 2024 economic and market outlook. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Raje...

Market Minutes Recap - Market Update (Perspectives on the stock market, Fed Chair Powell's testimony, and the 30-Year Treasury Auction)

November 10, 2023 21:12 - 18 minutes - 25.4 MB

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 stock market, Fed Chair Powell’s testimony, and the 30-Year Treasury Auction. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 02:33 – While stock marke...

Market Minutes Recap - Market Update (Perspectives on PMI data, unemployment claims, the FOMC meeting, new non-farm payrolls, rates, and earnings)

November 03, 2023 18:43 - 19 minutes - 26.7 MB

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 PMI data, unemployment claims, the FOMC meeting, new non-farm payrolls, rates, and earnings. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Cynthia Honcharenko, Director of Fixed Income George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Steph...

100th Episode of Market Minutes Recap - Market Update (Perspectives on unemployment claims, the third quarter 2023 GDP advance estimate, corporate revenues and earnings, next week's FOMC meeting, and helpful investing principles)

October 27, 2023 19:55 - 24 minutes - 33.5 MB

In this week's 100th episode of 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 unemployment claims, the third quarter 2023 GDP advance estimate, corporate revenues and earnings, expectations for next week's FOMC meeting, and helpful investing principles. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Inves...

Market Minutes Recap - Market Update (Perspectives on retail sales, the Fed’s Beige Book, rate expectations, and the Volatility Index)

October 20, 2023 20:35 - 20 minutes - 28 MB

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 retail sales, the Fed’s Beige Book, rate expectations, Fed Speak this week, and the Volatility Index. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 01:28 ...

Market Minutes Recap - Market Update (Perspectives on unemployment claims, oil prices, 'inflationary boom', and year-end rate predictions)

October 13, 2023 17:45 - 16 minutes - 22.5 MB

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 unemployment claims, oil prices, 'inflationary boom', and year-end rate predictions Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 00:59 - Comments on the 2...

Market Minutes Recap - Market Update (Perspectives on the Purchasing Managers' Index, Job Openings, the Employment Situation, the yields market, and oil prices)

October 06, 2023 19:51 - 20 minutes - 28.1 MB

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 Purchasing Managers' Index, Job Openings, the Employment Situation, the yields market, and oil prices. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 0...

Market Minutes Recap - Market Update (Perspectives on consumer spending, PCE inflation, the yield curve, and the FTC's lawsuit against Amazon)

September 29, 2023 17:25 - 21 minutes - 29.1 MB

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 consumer spending, PCE inflation, the yield curve, and the FTC's lawsuit against Amazon. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Connor Cloetingh, Senior Lead Equity Analyst 01:15 ...

Market Minutes Recap - Market Update (Perspectives on the housing market, unemployment claims, the FOMC meeting, fixed income, and the stock market)

September 22, 2023 18:46 - 18 minutes - 24.9 MB

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 housing market, the FOMC meeting, unemployment claims, fixed income, and the stock market. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Rajeev Sharma, Head of Fixed Income Cynthia Honcharenko, Director of Fixed Income Michael Sroda, Senior Lead Equity Analyst ...

Market Minutes Recap - Market Update (Perspectives on retail sales, unemployment claims, fixed income, the stock market, the UAW strike)

September 15, 2023 18:52 - 20 minutes - 28.7 MB

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 on inflation, retail sales, unemployment claims, fixed income, the stock market, and the UAW strike. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Cynthia Honcharenko, Senior Fixed Income Portfolio Manager Connor Cloetingh, Senio...

Market Minutes Recap - Market Update (Perspectives on this past week's economic data, observations on the stock market, the bond market, yields, and the government shutdown)

September 08, 2023 18:58 - 19 minutes - 26.7 MB

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 on the stock market, bond market, yields, and the government shutdown. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Steve Hoedt, Head of Equities Rajeev Sharma, Head of Fixed Income 01:00 - This week's look at the Fed's bei...

Market Minutes Recap - Market Update (Perspectives on Case Shiller, JOLTS, GPD, U/E Claims, and New SEC Rules on Private Capital Fund Requirements)

September 01, 2023 20:00 - 18 minutes - 24.8 MB

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 on consumer spending trends, employment data, the stock market, and the SEC rule changes for private capital. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Steve Hoedt, Head of Equities Justin Tantalo, Director of Multi-Strategy...

Market Minutes Recap - Market Update (Perspectives on the Jackson Hole Economic Symposium and the MOVE Index)

August 25, 2023 18:36 - 19 minutes - 26.8 MB

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on latest market and economic activity. Our panel shares detailed insights from the Fed's Jackson Hole Economic Symposium this week and the MOVE Index. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Managing Director of Fixed Income 01:15 – This week’s market and economic activity (housin...

Market Minutes Recap - Market Update (Perspectives on the Retail/Consumer sector, July FOMC Meeting, forecast on Feds Jackson Hole Economic Symposium)

August 18, 2023 18:23 - 19 minutes - 26.7 MB

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on latest market and economic activity. Topics include a deeper dive into the Retail/Consumer sector, a review of July FOMC Meeting Minutes and a forecast on the Fed's Jackson Hole Economic Symposium taking place next week. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Stephen Hoedt, CMT, Managing Director...

Market Minutes Recap - Market Update (Perspectives on Moody's Downgrades, Inflation, Economic Activity in China)

August 11, 2023 18:08 - 20 minutes - 28.7 MB

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on latest market and economic activity. Special guest, Don Saverno, Director of Investment Research, will share detailed observations on economic activity related to China. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research Rajeev Sharma, M...

Market Minutes Recap - Market Update (Impact of Fitch US Rating Downgrade, Market Reactions, Earnings Season)

August 04, 2023 18:16 - 19 minutes - 26.5 MB

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the Fitch downgrade of the US debt rating as well as the latest market and economic activity. Listen to detailed observations about the reasoning behind the downgrade, implications for the markets, updates on earnings season and more. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Stephen Hoedt, CMT, ...

Market Minutes Recap - Market Update (FOMC Recap, economic reports, earnings season update)

July 28, 2023 18:37 - 18 minutes - 25.4 MB

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. Listen to detailed observations about this week's Federal Open Market Committee (FOMC) meeting, what's next for the Fed, important economic reports, and news in the Bond and Stock Markets. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Cindy Honcharenko, Senior ...

Market Minutes Recap - Market Update (earnings season, next week's FOMC meeting, Prospect Theory)

July 21, 2023 19:14 - 20 minutes - 28.7 MB

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. Listen to detailed observations about overall retail sales, slowing industrial production, existing home sales, unemployment claims, and more. Additionally, our experts provide their forecasts for both the market and the Fed over the next few months and conclude with a discussion on investor behavior. Speakers: Brian Pietrange...

Market Minutes Recap - Market Update (U/E claims, Beige Book report, CPI data, Private Equity markets)

July 14, 2023 17:15 - 17 minutes - 23.7 MB

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. Listen to detailed observations about initial unemployment claims, the Fed's Beige Book report, and inflation as measured by the Consumer Price Index (CPI) and Producer Price Index (PPI). Special guest, Justin Tantalo, Director of Multi-Strategy Research, shares observations on the private equity markets. Speakers: Brian Piet...

Market Minutes Recap - Market Update (PMI data, JOLTS report, Employment Situation, FOMC minutes, and more)

July 07, 2023 17:59 - 19 minutes - 27.5 MB

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. Listen to detailed observations about the Purchasing Managers Index (PMI) data, JOLTS report, Employment Situation, FOMC minutes, and more. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research Raj...

Market Minutes Recap - Market Update (Case-Shiller, housing, U/E, GDP, PCE) and Human Ingenuity

June 30, 2023 20:07 - 19 minutes - 26.2 MB

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. Listen to detailed observations about the Case-Shiller national home price index, unemployment claims, final quarterly GDP, PCE inflation, and human ingenuity. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Stephen Hoedt, CMT, Managing Director, Equity & Fixed ...

Market Minutes Recap - A Potential New Bull Market, AI, and the Fed's Testimony

June 23, 2023 19:16 - 19 minutes - 26.6 MB

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. Listen to detailed observations about a potential new bull market, the impact of AI, and the Fed’s testimony to Congress. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research Rajeev Sharma, Managing...

Market Minutes Recap – Remarks on Inflation and the FOMC Meeting

June 16, 2023 17:22 - 19 minutes - 26.9 MB

Dominant headlines in this week's economic news were inflation, consumer spending, industrial production, and the Federal Open Market Committee (FOMC) meeting. In our latest podcast, hear from our Chief Investment Officer George Mateyo and our team of investment experts as they share their perspectives on these topics. Special guest, Cindy Honcharenko, will give detailed insights from the Fed meeting, what it means for on-going monetary policy and investors, and predictions on what ...

Market Minutes Recap – Market Activity Perspectives, Small-Caps, VIX, Municipal Bonds, and Mid-year Update

June 09, 2023 17:08 - 16 minutes - 22.9 MB

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on this week’s market and economic activity. Listen to detailed observations about the recent rally in small-caps, what the VIX is telling us, and happenings in the municipal bond market. We also provide a summary of our mid-year investment and economic outlook. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Stephen Hoedt, CMT, Managing Director,...

Market Minutes Recap – Market Activity Perspectives, Treasury Issuance, and Tech Stocks

June 02, 2023 18:42 - 17 minutes - 24.5 MB

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on this week’s market and economic activity. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research Rajeev Sharma, Managing Director of Fixed Income 01:28 – This week’s market and economic activity, with focus on manufacturing and employment...

Market Minutes Recap – Debt Ceiling and Market Activity Perspectives, and Private Credit Investment

May 26, 2023 16:35 - 21 minutes - 30 MB

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the debt ceiling as well as this week’s market and economic activity. Additionally, our special guest speaker, Ather Bajwa, gives insights into investing in private credit. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Ather F. Bajwa, CFA®, CPA, Director of Multi-Strategy Research 01:23 – This week’s ...

Market Minutes Recap – Weekly Market Activity and 2023 Social Security Trustees Report

May 19, 2023 17:56 - 18 minutes - 25.9 MB

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on market activity. Additionally, our special guest speaker, Tina Myers, gives an update on the 2023 Social Security Trustees Report. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Rajeev Sharma, Managing Director of Fixed Income Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research Tina Myers, CFP®, CPA/PFS, MTax, AEP®. Director of...

Market Minutes Recap – Inflation Insights, Quality, Credit, and Real Estate

May 12, 2023 21:24 - 18 minutes - 25 MB

Inflation was the major theme of week's economic news. In our latest podcast, hear from our Chief Investment Officer George Mateyo and our team of investment experts as they share their perspectives on inflation news and other happenings from the week. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Managing Director of Fixed Income Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research ...

Market Minutes Recap – Remarks on the Employment Front and FOMC Meeting

May 05, 2023 19:34 - 19 minutes - 27 MB

Two dominant headlines in this week's news were the overall employment front and the Federal Open Market Committee (FOMC) meeting. In our latest podcast, hear from our Chief Investment Officer George Mateyo and our team of investment experts as they share their perspectives on these topics and other happenings from the week. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Cindy Honcharenko, Senior Fixed Income Portfolio Manager George Mateyo, Chief Investme...

Market Minutes Recap – Next Week's Fed Meeting, Earnings Reactions, and European Rebound

April 28, 2023 20:46 - 21 minutes - 29.9 MB

In this week's news, there were many moving pieces in the economic puzzle. What comes next? In our latest podcast, hear from our Chief Investment Officer George Mateyo and our team of investment experts as they explore the recent events. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research Rajeev Sharma, Managing Director of Fixed Income Don Saverno, D...

Market Minutes Recap – U/E Claims, Fed's Beige Book Report, Fed Speak, and the Debt Ceiling

April 21, 2023 20:18 - 18 minutes - 26 MB

This week's economic calendar was fairly light, with steady unemployment claims, economic indicators showing declines in March, and the Fed's Beige Book Report indicating economic activity is fairly steady. Listen to our latest Key Wealth Matters podcast for our experts' observations of the stock market, housing, claims data, Fed Speak, and the banking sector. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Stephe...

Market Minutes Recap – Jobs Data, Inflation, Fed Speak, and Consumer Spending

April 14, 2023 20:03 - 19 minutes - 26.7 MB

With many noteworthy events in this and last week's economic calendar, listen to our latest Key Wealth Matters podcast for our experts' perspectives on jobs data, inflation, Fed speak, and consumer spending. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Managing Director of Fixed Income Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research 01:11 – This week’s economic news 04:58 -...