Market Minutes Recap – Persistent Inflation, Bond Market Volatility and Why the Stock Market Rallied – Is it Sustainable?
Inflation remained persistent and broad-based at 8.2% in September, failing to provide the relief market participants had expected. Despite the initial sell-off, markets staged a remarkable and unexpected turnaround Thursday, perplexing many investors. Our team explains what’s driving the volatility and shares how to insulate your portfolio in our latest Key Wealth Matters podcast.
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
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
- 01:15 – Economic data for the week
- 02:09 – What persistent inflation means for investors
- 04:23 – What caused the recent stock market rally?
- 10:45 – What two major M&A deals indicate about the economy
- 12:57 – Bond market volatility
- 14:57 – Forecast for the Federal Reserve
Additional Resources:
Key Questions: Inflation: Is it 'Deja Vu All Over Again'?
Key Questions: Inflation: Is it 'Deja Vu All Over Again'?