Market Minutes Recap – Volatility, Inflation, and Geopolitical Tensions Escalate
It’s been an up and down week as the markets balance volatility, ongoing geopolitical uncertainty in Ukraine, and worsening inflation. The prospect for stagflation is also top of mind as attention shifts back to what the Federal Reserve (Fed) will do at next week’s Federal Open Market Committee (FOMC). Don’t miss the latest edition of the Key Wealth Matters Podcast, where our team breaks down the key financial indicators, identify the best-positioned sectors to perform in the late cycle, and provide actionable insights for investors.
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Cynthia Honcharenko, Senior Portfolio Manager - Taxable Fixed Income, KeyBank Investment Center
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Cynthia Honcharenko, Senior Portfolio Manager - Taxable Fixed Income, KeyBank Investment Center
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
- 01:10 – Economic updates and the Russia-Ukraine crisis.
- 05:25 – What will the Fed do at next week’s FOMC meeting to confront broadening inflation?
- 11:30 – Thoughts on the best positioned sectors, Consumer Price Index, yield curve, and credit spreads.
- 16:19 – Stock market movements this week – technical perspective and market sentiment.
Additional Resources:
Key Private Bank Investment Brief
Key Private Bank Investment Brief