Top Three Takeaways from the July FOMC Meeting
As the market slows and the economy contracts, the Federal Reserve (Fed) remained resolute in fighting inflation by delivering a 75 basis point rate hike at the July Federal Open Market Committee (FOMC) meeting. Is the peak over in terms of Fed tightening? Listen to the latest Key Wealth Matters podcast as our team unpacks the implications of Fed moves on the economy, the markets and investors’ portfolios.
Speakers:
George Mateyo, Chief Investment Officer, 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
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
Cynthia Honcharenko, Senior Portfolio Manager – Taxable Fixed Income, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:06 – Review of key economic data
- 02:00 – Observations from the FOMC meeting
- 05:17 – Outlook on consumer spending and the labor market
- 08:06 – Is the peak over in terms of Fed tightening?
- 14:39 – Second quarter 2022 earnings insights
Additional Resources:
Investment Brief
Investment Brief