Key Wealth Matters

Key Wealth Institute
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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. 1 DAY AGO

    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

  2. 6 DAYS AGO

    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

  3. JAN 13

    What a Year It's Been... Already!

    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 JOLTS report, the Employment Situation, treasury yields, the Fed, and tariff policies.  Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 01:28 – A recap of important economic news reported in December you may have missed 03:23 – The Job Openings and Labor Turnover Survey (JOLTS) report at 8.1 million in November, supporting strength in the employment market 04:00 – The Employment Situation Summary reported total nonfarm payroll employment at 256,000  05:00 – Based on recent economic data, the U.S. economy continues to prevail   06:51 – The release of the nonfarm payroll report continues to put pressure on treasury yields as the 10-year treasury yield increased nearly 20 basis points in less than two weeks  11:29 – As the new U.S. presidential administration prepares to enter office, the Federal Reserve (Fed) may have to shift its stance on not just being data dependent, but also fiscal policy dependent  13:07 – Though the new U.S. presidential administration hasn’t taken office yet, the impact of the tariff conversation seems to have already taken afoot. Canada’s Prime Minister, Justin Trudeau, has announced his resignation and the country may be headed toward a ‘right-side’ political environment  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

    24 min

  4. 12/20/2024

    Market Minutes Recap - Market Update (Perspectives on the FOMC meeting, GDP, and predictions for 2025)

    In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detailed insights into the FOMC meeting, GDP, and predictions for 2025.  Speakers:Brian Pietrangelo, Managing Director of Investment StrategyCindy Honcharenko, Director of Portfolio Management George Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 01:31 – The Federal Reserve (Fed) cut rates by 25 basis points at the recent Federal Open Market Committee (FOMC) meeting 01:56 – The Bureau of Economic Analysis released the third quarter GDP analysis, showing an increase at an annual rate of 3.1% 03:34 – A recap from this week’s FOMC meeting 06:42 – Comments on the sharp reaction from the markets after the confusion surrounding the FOMC meeting and Fed Chair Powell’s press conference 08:30 – Comments on the hawkish rate cut, and what we can expect from the Fed going into 2025 11:33 – The team gives their perspectives on what surprised them in the economy this past year in 2024 14:36 – The team gives their predictions on what economic activity can be expected in 2025 Additional Resources Key Questions: Investment Manager Outperformance: Skill vs. Luck | 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. 12/16/2024

    Market Minutes Recap - Market Update (Perspectives on initial unemployment claims, CPI data, next week’s FOMC meeting, the bond and equities markets)

    In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detailed insights into the initial unemployment claims, CPI data, next week’s FOMC meeting, the bond and equities markets. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 02:21 – Initial unemployment claims for the week ending December 7 were reported at 242,000 02:51 – The Consumer Price Index was released and is higher than expected; CPI data for November shows a 0.1% increase from October reported at 2.7% year-over-year 04:02 – Comments on this week’s economic data and how the Federal Reserve (Fed) may decide on interest rates during the next week’s FOMC meeting following the data releases 07:31 – Based on the CPI data, the bond market is anticipating a 25 basis point rate cut at next week’s FOMC meeting. We can also expect a summary of the Fed members’ 2025 economic projections  11:20 – Remarks on what is forecasted next year in the equities market based on the Fed and this year’s economic data pattern; equities such as cyclicals and other sectors that may benefit from less regulation amid the new U.S. presidential administration taking office 16:10 – Final comments on additional investment content available on www.key.com/wealthinsights. Additional Resources Key Questions: Investment Manager Outperformance: Skill vs. Luck | 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. 12/09/2024

    Market Minutes Recap - Market Update (Perspectives on the PMI reports, initial unemployment claims, the Employment Situation report, the Beige Book, our 2025 investment and economic outlook, and the upcoming FOMC meeting)

    In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detailed insights into the PMI reports, initial unemployment claims, the Employment Situation report, the Beige Book, our 2025 investment and economic outlook, 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 01:23 – The Purchasing Managers’ Index (PMI) reported Manufacturing higher in November, while Services came in lower in November 02:36 – Initial unemployment claims for the week ending November 30 were reported at 224,000 02:56 – The Employment Situation reported new non-farm payrolls at 227,000 in November; The unemployment rate remained relatively the same at 4.2% in November  04:21 – Comments on our Key Wealth 2025 investment and economic outlook, and a recap of the recent Key Wealth National Call 09:48 – Remarks on the new presidential administration, and what it may do for economic growth 10:53 – Comments on if the US dollar will be ‘dethroned’ as the world’s reserve currency 13:00 – Expectations for the upcoming Federal Reserve FOMC meeting and how the Employment Situation data may affect a December rate cut 18:44 – Remarks on if the new presidential administration will affect the equities market, specifically the Magnificent 7, and thoughts for the new year Additional Resources Key Questions: Should Investors Consider Dividend Stocks in a Falling-Rate Environment? | Key Private Bank Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletter Economic & Market ResearchWeekly Investment BriefFollow us on LinkedIn

    26 min

  7. 11/22/2024

    Market Minutes Recap - Market Update (Perspectives on the US Leading Economic Indicator, existing home sales, the equities market, SEC chairperson resignation, the bond market, and rate cuts)

    In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detailed insights into the US Leading Economic Indicator, existing home sales, the equities market, SEC chairperson resignation, the bond market, and rate cuts. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 01:11 – The Conference Board’s US Leading Economic Indicator showed the indicator declined by 0.4% for October  02:08 – The National Association of Realtors reported a 3.4% increase in existing home sales for October 03:17 – Comments on the equities market and the uptick we saw this week for S&P 500 earnings 07:20 – Remarks on Gary Gensler – the U.S. Securities and Exchange Commission’s chairperson – and his recent resignation announcement amid the new U.S. presidential administration change 09:22 – Comments on the bond market and the pace of rate cuts we can expect in 2025 11:47 – Thoughts on recent comments made by Federal Reserve presidents, like Susan Collins, and their stance on rate cuts 12:40 – Final thoughts on the team’s favorite Thanksgiving dishes Additional Resources Key Questions: Behind the Commercial Break: What Does Ad Spending Tell Us About the US Consumer? | Key Private Bank  Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletter Economic & Market ResearchWeekly Investment BriefFollow us on LinkedIn

    18 min

  8. 11/19/2024

    Market Minutes Recap - Market Update (Perspectives on Tax policy, Rate cuts)

    The Key Wealth Matters weekly podcast covers important topics including the markets, the economy, and investing. This week's episode features discussions on: Market updates, with the S&P 500 down slightly this week despite being up 25% year-to-date. Rising Treasury yields are making further gains difficult.Tax policy under the reelected President Trump, including plans to make his 2017 tax cuts permanent and possibly lower the corporate tax rate further.Implications for the municipal bond market, with concerns about potential changes to tax-exempt status for private activity bonds and the alternative minimum tax.The Federal Reserve's path forward on interest rates, with Powell signaling a slower pace of rate cuts.Speakers:Brian Pietrangelo, Managing Director of Investment StrategyStephen Hoedt, Head of EquitiesJoe Velkos, National Tax Director Paul Toft, Senior Fixed Income Portfolio Manager Additional Resources Key Questions: What Do the Election Results Mean for the Economy, the Markets, and Your Portfolio? | Key Wealth Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletter Economic & Market Research Weekly Investment Brief Follow us on LinkedIn

    24 min
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Ratings & Reviews

5
out of 5
9 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
    154
  • Rating
    Clean
  • Copyright
    © 2023 KeyCorp
  • Show Website
    Key Wealth Matters

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