Key Wealth Matters

Key Wealth Institute
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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. 1 DAY AGO

    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

  2. NOV 13

    Market Minutes Recap - Market Update (Perspectives on the Purchasing Manager’s Index, the recent U.S. presidential election, the equities and bond markets, and the recent 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 Purchasing Manager’s Index, the recent U.S. presidential election, the equities and bond markets, and the recent FOMC meeting. 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 02:33 – The Purchasing Manager’s Index (PMI) was released for both manufacturing, showing a continuous decline, and for services, showing a continuous expansion reporting the highest read since July 2022 04:17 – Comments on the recent U.S. presidential election and the outcome of the president elect 07:45 – Comments on how the recent U.S. presidential election may affect the equities market and the performance we might expect to see for the next 4 years 11:57 – Despite the equities market cheers regarding the U.S. presidential election results, the bond market is preparing for the new administration’s fiscal policy that may lead to higher debt and deficits with a risk of a rise in inflation 14:43 – A recap of Thursday’s Federal Open Market Committee (FOMC) meeting and their decision to cut the federal funds rate by 25 basis points, making the new target rate the range of 4.50% – 4.75% 18:20 – Final thoughts on Federal Reserve Chairman, Jerome Powell’s statement: “with reference to interest rates cuts, we are on the right path, but we don’t yet know the right pace” as well as the Federal Reserve’s independence Additional Resources Key Questions: The Yield Curve Has Un-inverted. Now What? | Key Private Bank Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletter Economic & Market ResearchWeekly Investment BriefFollow us on LinkedIn

    23 min

  3. NOV 1

    Market Minutes Recap - Market Update (Perspectives on the latest economic reports, the bond and equities markets, next week's FOMC meeting, the US presidential election and proposed tax policies)

    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 bond and equities markets' reactions to the latest reports and looks ahead to next week's US presidential election and FOMC meeting. This week's episode also features special guest, Joe Velkos, who overviews the proposed tax policies of both presidential candidates. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of EquitiesJoe Velkos, National Director of Tax Policy 03:53 – Bureau of Labor Statistics Job Openings Report and Employment Cost Index Report update  04:57 – Dept. of Labor weekly initial unemployment claims update 05:36 – Advanced estimate for 3rd Quarter Real GDP for the US Economy 06:21 – Update on PCE, the Fed's preferred measure of inflation  07:23 – The latest employment numbers 09:06 – Comments on the bond market reaction to the latest economic updates and anticipation of the Fed's rate decision next week. 14:53 – Remarks on a busy week in the equities market and looking ahead to the conclusion of the election season 18:45 – Perspectives on how legislative tax policy works overall as well as an overview on the proposed tax policies of both Harris and Trump

    27 min

  4. OCT 25

    Market Minutes Recap - Market Update (Perspectives on the Beige Book, initial unemployment claims, existing home sales, the S&P 500, the bond market, the MOVE Index, and upcoming economic news)

    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, initial unemployment claims, existing home sales, the S&P 500, the bond market, the MOVE Index, and upcoming economic news. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 01:54 – The Federal Reserve released the October Beige Book, highlighting the economic activity to be discussed at the upcoming FOMC meeting  02:50 – The initial unemployment claims for the week ending October 19 were reported at 227,000  03:17 – The National Association of Realtors reported a decline in existing home sales for the month of September, as well as reporting a decline of 3.5% in year-over-year existing home sales for September    04:25 – Comments on earnings; the S&P 500 reporting season has been ‘tricky’ so far, with more than 12% of the stocks moving at least 10% on earnings day  07:28 – Based on the Beige Book release, we hear remarks on what we can expect to hear during the upcoming FOMC meeting  10:31 – Comments on the bond market being ‘spooked’, as we anticipate a rate cut at the upcoming FOMC meeting, yet preparing for the 2025 rate cut projections 11:25 – Unusual forecasting from the MOVE Index as option prices show treasury yields for all maturities are projected to increase about 18 basis points higher following the presidential election 14:15 – Final thoughts and assumptions on next week’s economic news such as the Employment Situation, Consumer Spending, PCE Inflation, etc.  Additional Resources Key Questions: The Yield Curve Has Un-inverted. Now What? | Key Private Bank Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletter Economic & Market ResearchWeekly Investment BriefFollow us on LinkedIn

    19 min

  5. OCT 18

    Market Minutes Recap - Market Update (Perspectives on initial unemployment claims, rate cuts, the upcoming November FOMC meeting, the earnings market, and the bond market)

    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, rate cuts, the upcoming November FOMC meeting, the earnings market, and the bond market. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 01:34 – The initial unemployment claims for the week ending October 12 were reported at 241,000 03:45 – Predictions on if The Federal Reserve will issue another rate cut before the end of 2025  06:02 – Attention and anticipation are increasing for the November FOMC; Based on recent economic reports the market does not have high hopes for a rate cut of more than 25 basis point cut 11:07 – Remarks on the earnings market and its continued success  15:11 – Comments on how this election season is affecting the bond market 16:21 – Final thoughts sharing where you should be investing  Additional Resources Key Questions: The Yield Curve Has Un-inverted. Now What? | Key Private Bank Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletter Economic & Market ResearchWeekly Investment BriefFollow us on LinkedIn

    21 min

  6. OCT 11

    Market Minutes Recap - Market Update (Perspectives on the labor market, Fed meeting minutes, and more)

    In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on recent market and economic data, including an analysis of the September employment report, the Federal Reserve's September meeting minutes and the latest inflation and unemployment claims data. The discussion covers the potential impact of these developments on the Federal Reserve's monetary policy decisions, as well as the outlook for the equity and fixed income markets. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeSteve Hoedt, Head of Equities 01:52 – Remarks on the labor market, FOMC meeting minutes, and inflation  06:57 – Comments on the Fed meeting minutes and its impact on the bond market 10:13 – Comments on the equities market and predictions for volatility and earnings season Additional Resources Key Questions: The Yield Curve Has Un-inverted. Now What? | Key Wealth Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletter Economic & Market ResearchWeekly Investment BriefFollow us on LinkedIn

    19 min

  7. SEP 27

    Market Minutes Recap - Market Update (Perspectives on initial unemployment claims, PCE Inflation report, government debt, China, and the equities market)

    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, PCE Inflation report, government debt, China, and the equities market. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyConnor Cloetingh, Senior Equity AnalystGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed Income 01:38 – The initial unemployment claims for the week ending September 21 were reported at 218,000 02:50 – Overall Personal Consumption Expenditures (PCE) slowed down from July with a reading of 0.5% to 0.2% in August. Additionally, the PCE Inflation month-over-month data came in at 0.1% in August 04:50 – Being the first inflation report since the September rate cut, the PCE Inflation data validated the Federal Reserve’s rate cut decision, and opened the door for another 50-basis point cut heading toward the end of the year 10:53 – Comments on government debt and its impact on the bond market  14:03 – As government debt has affected markets worldwide, we hear how China’s economic standing is influencing the equities market – particularly with material and commodity prices Additional Resources Key Questions: 25 or 50... Is That Really the Question? | Key Private Bank  Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletter Economic & Market ResearchWeekly Investment BriefFollow us on LinkedIn

    20 min

  8. SEP 20

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

    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, the FOMC recap, and the equities market. Speakers: Brian Pietrangelo, Managing Director of Investment StrategyCindy Honcharenko, Director of Fixed IncomeRajeev Sharma, Head of Fixed IncomeConnor Cloetingh, Senior Equity Analyst 01:51 – The preliminary retail sales report for August showed a significant decline from 1.1% in July to 0.1% in August   03:56 – The Federal Open Market Committee (FOMC) met Wednesday and moved forward with an unexpected interest rate cut of 50 basis points  11:17 – Additional comments on the FOMC meeting and what can be expected for the remainder of the year; The Fed plans to shift its focus from inflation to the labor market; in addition, the market is expecting an additional 75 basis points to be cut by the end of the year, which differs slightly from the Fed’s estimate of 50 basis points 14:27 – Remarks on why the Fed chose to cut rates by 50 basis points instead of starting with a 25 basis point rate cut  18:56 – Comments on the equity market and its performance since Wednesday’s FOMC meeting  Additional Resources Key Questions: 25 or 50... Is That Really the Question? | Key Private Bank  Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletter Economic & Market ResearchWeekly Investment BriefFollow 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 - 2024
  • Episodes
    147
  • Rating
    Clean
  • Copyright
    © 2023 KeyCorp
  • Show Website
    Key Wealth Matters

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