End of Week Market Minutes Recap - Inflation, Fed Policy Shifts, and the Return of Volatility

A turbulent week for investors has come to a close. Markets spent the week reacting with uncertainty between the FOMC Fed policy meeting earlier this week, continuing inflation concerns, and geopolitical unrest between Russia and Ukraine. One thing is ultimately clear: investors should fasten their seat belts for market volatility. Our KeyBank Investment Center experts break down an eventful week and provide actionable steps for investors to stay ahead of fed policy, inflation, and how they should stay on track with their long-term strategy.
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research 
Cynthia Honcharenko, Senior Portfolio Manager – Taxable Fixed Income, KeyBank Investment Center
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
  • 01:25 – FOMC meeting analysis and key takeaways for the Treasury market
  • 07:34 – Corporate earnings season update, highlighting supply chain issues and rate increase expectations
  • 10:18 – Corporate bond spreads commentary
  • 13:20 - The yield curve and the potential for recession in the future
Additional Resources:

The 2022 Outlook: Hot, Crowded and Flat 

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