Market Minutes Recap: Rate Hikes Flow, Markets Slow, and the Economy Grows

On Wednesday this week, The Federal Reserve held its update meeting and announced a 50 basis point increase, voicing a more hawkish tone. This week, we also saw a return to volatility-- a telltale bear market trait. We're perched at precarious levels, with suggestions that markets could trend lower-- and the specter of inflation still looms, influencing sentiment. In this week's Market Minutes Recap, George Mateyo and our Investment Center experts dive into the sorted messages of solid economic growth against the backdrop of falling financial assets and volatility. Rajeev Sharma and Cynthia Honcharenko also check in to analyze the fallout from this week's Fed meeting.
Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
Cynthia Honcharenko, Senior Portfolio Manager – Taxable Fixed Income, KeyBank Investment Center
  • 01:30 – Insights on market volatility trends in the wake of the Fed meeting
  • 04:45 – A review of a solid economic environment despite falling financial assets
  • 08:20 – Credit markets update, as credit spreads continue to move in an orderly fashion
  • 12:50 – A focus on Fed strategy and messaging pivoting to a hawkish tone
Additional Resources:
© 2023 KeyCorp