Market Minutes Recap – Stocks Rally on Earnings, Inflation Data and Fed Meeting Minutes
The US Treasury yield curve has begun flattening once again, suggesting that markets are beginning to worry less about inflation and more about slowing growth. The May 4 Federal Reserve Meeting Minutes released this week provide additional insight into where the economy is headed next. What does it mean for your investment strategy? Our team analyzes the key economic indicators, provides an outlook for the summer months ahead and explains why the key is credit for this equity market.
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
- 01:47 – Review of key economic indicators for the week
- 02:10 – May 4 Fed Meeting Minutes release and implications
- 07:31 – Outlook for growth and inflation
- 11:06 – Observations on the recent stock market rally
Additional Resources:
Key Private Bank Investment Brief
Key Private Bank Investment Brief