Market Minutes Recap – Blockbuster Jobs Report Pressures Fed and Sets Up Challenges for Investors in 2023
Strong employment numbers complicate aggressive Fed actions to cool inflation and increase the probability of a Fed pivot. An earnings recession is a likely scenario as top-line tailwinds fade while margin pressures persist, setting up a difficult scenario for investors. Hear our experts’ take on the 2023 outlook and how you can navigate expected cross currents and market volatility.
Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:15 – This week’s economic headlines and jobs numbers
- 04:53 – Market reaction to Fed Chair Powell’s comments
- 10:31 – Our outlook for the labor market
- 13:14 – Energy policy and OPEC
Additional Resources:
Register today for our Dec. 14 Key Wealth Institute National Call – Our 2023 Outlook: Was a Pound of Medicine Worth an Ounce of Cure?
Register today for our Dec. 14 Key Wealth Institute National Call – Our 2023 Outlook: Was a Pound of Medicine Worth an Ounce of Cure?