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End of Week Market Minutes Recap – Hot US Jobs Report, Forecast on Federal Reserve Rate Increases, Corporate Earnings Diverge, and the Good News on Omicron

Key Wealth Matters

English - February 04, 2022 20:27 - 19 minutes - 27.3 MB - ★★★★★ - 9 ratings
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Previous Episode: End of Week Market Minutes Recap - Inflation, Fed Policy Shifts, and the Return of Volatility
Next Episode: End of Week Market Minutes Recap – Why the Yield Curve Could Invert, Intensifying Volatility, the Forecast for Interest Rates, and an update on the Cryptocurrency Market

Speakers:

Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research 

George Mateyo, Chief Investment Officer, KeyBank Investment Center 

Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center

Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center


01:05 – Market volatility continues. 02:08 – US Jobs report numbers tell a new story on the economy.04:43 – Forecast on fixed income and potential Federal Reserve actions to confront inflation – including future rate increases. 09:43 – Corporate earnings diverge – the micro matters just as much as the macro. 12:57 – Interest in municipal bonds is rising, and what the credit markets spread tell us about the economy. 16:15 – Why our recent forecast on the COVID-19 pandemic and the omicron variant is good news for the market. 

 

Additional Resources:

Key Questions: Should You Sell Your Stocks Now? | Key Private Bank