End of Week Market Minutes Recap – The Russia-Ukraine Conflict and the Impact of Inflation
It’s been a challenging week for the market. Geopolitical tensions have intensified as the Ukraine-Russia border crisis escalates. The potential for war has reverberated across the markets and the economy. Our KeyBank Investment Center experts weigh the scenarios and extrapolate the impact to inflation, oil, earnings, and growth prospects.
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
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
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
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
- 01:20 – What the potential Ukraine-Russia conflict means for the markets and the economy.
- 05:59 – What is the fix for inflation?
- 10:48 – Tug of war in the equity markets amid strong corporate earnings.
- 13:08 – Economic data – unemployment, retail sales, and the consumer price index suggests a growth story, while high energy prices are expected to stay on tap.
Additional Resources:
Key Questions: What Will Fix Inflation? | Key Private Bank
Key Questions: What Will Fix Inflation? | Key Private Bank