Key Wealth Matters

Key Wealth Institute
  • 5.0 (10)
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  • UPDATED WEEKLY
Key Wealth Matters

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 kpb_wealth_institute@keybank.com. 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. ©2023 KeyCorp®. KeyBank Member FDIC. 230327-1991928

  1. 1D AGO

    Will Inflation Take a Step Back When the Clocks Spring Forward?

    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, the Fed’s Beige Book, the Employment Situation Report, the credit market, the U.S. dollar, and the upcoming Key Wealth National Call.   Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 01:28 – The Purchasing Managers’ Index (PMI) revealed the overall manufacturing data dropped from January to February still proving manufacturing is in a contractionary state longer-term  02:27 – The Federal Reserve (Fed) released their Beige Book of economic data  03:15 – The Employment Situation Report showed the nonfarm payroll data at 151,000, with modest revisions for December and January    07:57 – Comments on the credit market, investment grade and high yield bond spreads   15:44 – Comments on the U.S. dollar and how it’s being impacted by trade policies and implementation of tariffs  19:05 - Reminder for the upcoming Key Wealth National Call Wednesday, March 12th at 1:00pm EST/10:00am PST  Additional Resources Key Questions: How Do We Invest in Tech? | Key Private Bank  Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletter Economic & Market ResearchWeekly Investment BriefFollow us on LinkedInKBCM Disclosure

    23 min

  2. FEB 28

    Has Consumer Spending Peaked?

    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 initial unemployment claims, PCE inflation, equities, treasuries, consumer spending, and the upcoming Key Wealth National Call.     Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 02:51 - Initial unemployment claims for week ending February 22 were reported at 242,000  03:51 – Personal Consumption Expenditures (PCE) inflation month-over-over was reported at 0.3% for both the overall and core inflation. In addition, year-over-year for January was reported at 2.5% overall and 2.6% for core inflation 05:02 – Comments on equities and volatility that was seen from specific stocks like NVIDIA this week, but was overshadowed by fears of a recession 07:47 – Comments on treasuries, specifically the 10-year Treasury yield as it fell 30 basis points after peaking less than 20 days prior  12:39 – Remarks on the overall consumer and how the threat of tariffs may soon be affecting consumer spending 14:56 – We hear how customer-centric companies such as Home Depot, Lowes, and Walmart are reacting to overall consumer spending, and the effect it’s having on their earnings  21:24 – Reminder for the upcoming Key Wealth National Call Wednesday, March 12th at 1:00pm EST/10:00am PST Additional Resources Key Questions: Q4 Earnings Recap "What Did We Learn From Fourth Quarter Earnings?" | Key Private Bank  Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletter Economic & Market ResearchWeekly Investment BriefFollow us on LinkedInKBCM Disclosure

    26 min

  3. FEB 24

    Remaining Cautious and Patient

    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 initial unemployment claims, the concept of a “Mar-A-Lago Accord”, the credit market, the FOMC meeting minutes, and the upcoming Key Wealth National Call.    Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 01:40 – Initial unemployment claims for week ending February 15 were reported at 219,000  02:21 – Remarks on recent economic activity and what can be expected  03:41 – Comments on a new proposed concept, potentially called the “Mar-A-Lago Accord” and what it means for the dollar, the markets and the economy 11:31 – Comments on the credit market and its performance, tying into the Federal Reserve’s stance and independence  14:13 – Takeaways from the recently released January Federal Open Market Committee (FOMC) meeting minutes  16:29 – Final comments about remaining invested and diversified within your portfolio  17:24 – Reminder for the upcoming Key Wealth National Call Wednesday, March 12th at 1:00pm EST/10:00am PST Additional Resources Key Questions: Q4 Earnings Recap "What Did We Learn From Fourth Quarter Earnings?" | Key Private Bank  Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletter Economic & Market ResearchWeekly Investment BriefFollow us on LinkedIn

    21 min

  4. FEB 17

    Cocoa Prices Aren’t the Only Thing on the Rise

    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 data, retail sales, corporate earnings, the credit market, and commodity trends.    Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 02:00 – The Consumer Price Index (CPI) reported an increase of 3.0% for all items year-over-year for January, higher than the prior month 02:43 – Retail sales declined 0.9% month-over-month in January  03:39 – Comments on recent economic data and how it seems inflation is still running hotter than expected 07:04 – While fourth quarter 2024 earnings have performed above expectations, it is expected the overall growth for 2025 will be less than 15%  11:27 – Remarks on the credit market as they continue to not show volatility due to the increased demand  15:51 – Comments on trends in commodities, such as copper and gold  18:16 – Final comments about remaining invested and diversified within your portfolio  Additional Resources Key Questions: Do the California Wildfires Put Any Investment at Risk? | Key Private Bank  Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletter Economic & Market ResearchWeekly Investment BriefFollow us on LinkedIn

    23 min

  5. FEB 7

    An Indicative Ground Hog Week

    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, the JOLTS report, Nonfarm Payrolls, potential rate cuts, the yield curve, fourth quarter earnings, recent tariff policies, and Super Bowl LIX predictions.    Speakers:Brian Pietrangelo, Managing Director of Investment StrategyConnor Cloetingh, Director of Investment Research Rajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 01:20 – ISM Purchasing Managers’ Index (PMI) registered at 50.9% in January for manufacturing, representing expansion taking place after 26 months of contraction 02:02 – The Job Openings and Labor Turnover Survey (JOLTS) reported a decrease in job openings for January at 7.6 million  02:26 – The Employment Situation Summary reported new nonfarm payrolls for January at 143,000. Furthermore, both reports from November and December were revised upward 03:43 – Based on the recent economic data, we hear comments on what we can anticipate the data-dependent Federal Reserve (Fed) will do next regarding 2025 rate cuts 06:03 – Remarks on the yield curve, and U.S. Secretary of Treasury Scott Bessent’s support on issuing treasury debt in the form of bills instead of treasury bonds  07:13 – Comments on the earnings market and recent tariff policies put into place on Canada and Mexico 14:52 – The team gives their predictions on who will win Super Bowl LIX Additional Resources Key Questions: Does the Social Security Fairness Act Affect Me? | Key Private Bank  Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletter Economic & Market ResearchWeekly Investment BriefFollow us on LinkedIn

    20 min

  6. FEB 3

    Will AI Live Up to The Hype?

    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 fourth quarter GDP, PCE inflation, the FOMC meeting, the equities market, and artificial intelligence (AI).   Speakers:Brian Pietrangelo, Managing Director of Investment StrategyCindy Honcharenko, Director of Fixed Income Portfolio Management George Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 02:01 – Gross Domestic Product for the U.S. fourth quarter 2024 advance estimate, at an annualized rate, was 2.3%.  02:42 – The Personal Consumption Expenditures (PCE) price index was released and measured inflation at 2.8% year-over-year for December, excluding food and energy  03:20 – A recap of this week’s Federal Open Market Committee (FOMC) meeting 11:12 – Comments on the DeepSeek panic earlier this week in the tech industry, and how it’s been affecting the equities market 16:39 – Remarks on the AI ‘killer app’ and its benefits to the economy.  Additional Resources Key Questions: Will AI Live Up to The Hype? | Key Private Bank  Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletter Economic & Market ResearchWeekly Investment BriefFollow us on LinkedIn

    25 min

  7. JAN 27

    A New Chapter Begins

    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 initial unemployment claims, the equities market, interest rates, and the upcoming FOMC meeting.   Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 01:18  – Initial unemployment claims for the week ending January 18th came in at 223,000 02:05 – Remarks on the unexpected surge in stock market participation (breadth) amid the inauguration of a new presidential administration   08:31 – As Trump 2.0 takes shape, we hear how the president will potentially attempt to influence the Federal Reserve (Fed) to lower interest rates 13:33 – Final comments on this week’s data trends, the upcoming Federal Open Market Committee (FOMC) meeting, and recent presidential orders enacted this week  Additional Resources Key Questions: Will AI Live Up to The Hype? | Key Private Bank  Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletter Economic & Market ResearchWeekly Investment BriefFollow us on LinkedIn

    21 min

  8. JAN 22

    Guess Who's Back?

    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 Beige Book, CPI data, the stock and bond markets, tariffs, the debt ceiling, and Key Wealth’s 2025 Outlook.   Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 02:07 – The Federal Reserve released its Beige Book in advance of the Federal Open Market Committee (FOMC) meeting on January 29th 03:21 – The Consumer Price Index (CPI) was reported at 0.4% on all items for the month of December, and excluding food and energy, the CPI was reported at 0.2% 06:48 – As we ease into 2025, we hear about the equities market and the CPI data’s effect on it 10:07 – Amid Treasury Secretary Designate, Scott Bessent’s confirmation, and the plan to gradually increase tariffs, we hear comments on how it may affect the bond market and inflation 15:05 – Remarks on Bessent’s recent comments on the concept of potentially removing the US debt ceiling and the bond market’s skepticism that it could be accomplished  16:10 – Final comments highlighting the recent release of Key Wealth’s 2025 Outlook Additional Resources Key Questions: Are Financial Stocks More Attractive Under a Second Trump Administration? | Key Private Bank  Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletter Economic & Market ResearchWeekly Investment BriefFollow us on LinkedIn

    21 min
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Ratings & Reviews

5
out of 5
10 Ratings

About

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 kpb_wealth_institute@keybank.com. 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. ©2023 KeyCorp®. KeyBank Member FDIC. 230327-1991928

Information

  • Creator
    Key Wealth Institute
  • Years Active
    2020 - 2025
  • Episodes
    160
  • Rating
    Clean
  • Copyright
    © 2023 KeyCorp
  • Show Website
    Key Wealth Matters

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