Market Minutes Recap – Momentum is Slipping – Will Markets Continue to Fall?
It’s been a week of crosscurrents as markets recorded the worst half-year performance in more than 50 years. As momentum slows, are markets in a mid-cycle slowdown? Listen to the latest Key Wealth Matters podcast as our team of investing experts weighs in on what you need to know about the latest market moves and the related implications for the economic outlook.
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
Don Saverno, Senior Lead Research Analyst, 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
Don Saverno, Senior Lead Research Analyst, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:27 – Review of key economic indicators
- 03:22 – Economic outlook and implications for portfolio construction
- 08:07 – Stock market repricing and corporate earnings forecast
- 12:57 – Credit spreads and fixed income commentary
- 15:17 – International update – China and Eurozone
Additional Resources:
Books for Your 2022 Summer Reading List
Books for Your 2022 Summer Reading List