Market Minutes Recap – International Allocations and Globalization 2.0

Key Wealth Matters

English - March 25, 2022 20:08 - 21 minutes - 29.2 MB - ★★★★★ - 9 ratings
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Previous Episode: Market Minutes Recap – Consumer Prices, a Fed Interest Rate Hike, and the Risk of Recession

Next Episode: Market Minutes Recap – Yield Curve Inversion and Outlook on Municipal Bonds

Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Donald Saverno, MBA, Senior Lead Research Analyst, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center

01:10 – Overview of the economic indicators for the week 01:48 – Perspective on the markets 03:34 – Fixed Income, yields, yield curve and the implications of Federal Reserve (Fed) policy 07:10 – Commentary on international allocation and globalization 2.0 13:14 – Probability of a Fed rate hike in May 16:38 – Closing outlook on the markets, corporate earnings and China/US/Russia relations

Additional Resources:
Key Questions: How Would a Russian Default Affect the US?