Market Minutes Recap - Market Update (Perspectives on Moody's Downgrades, Inflation, Economic Activity in China)

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on latest market and economic activity. Special guest, Don Saverno, Director of Investment Research, will share detailed observations on economic activity related to China.

Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer 
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
Rajeev Sharma, Managing Director of Fixed Income
Don Saverno, Director of Investment Research
 
01:08 – This week’s market and economic activity (CPI, Shelter Index, U/E Claims, Moody's downgrade of banks)
02:35 – Views on inflation cooling, the labor market, and other economic events
04:47 – Predictions on future Fed rate hikes and what the market is saying
07:10 - Comments on the yield curve, the bond market, and credit spreads
09:15 – Observations on Stock Market activity and forecast for the rest of the year
12:15 – Perspectives on China, goods deflation, geopolitical activities, exports, and employment
17:55 – Closing remarks for investors

Additional Resources:
Key Questions: The Yield Curve Is Still Inverted… but Where Is the Recession? | Key Private Bank
Key Questions | Key Private Bank
Subscribe to our Key Wealth Insights newsletter
© 2023 KeyCorp