{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Key Wealth Matters","title":"Rates, Inflation and the Case for Rebalancing","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/0dd78020\"></iframe>","width":"100%","height":180,"duration":1365,"description":"Treasury yields moved sharply higher, creating new headwinds for equities and driving rotation beneath the market’s surface. The team examines how elevated diesel and oil prices could sustain inflation, complicate the Fed’s policy path and increase the risk of a policy error. With yields offering more competition for investor capital, portfolios may benefit from reassessing risk-asset exposure and considering opportunities in fixed income. Investors should continue monitoring energy prices, geopolitical developments, Treasury volatility and upcoming FOMC decisions. Hear additional market and investment perspectives during the Key Wealth National Call: Countdown to the Midterms — Politics, Policy, and Your Portfolio on September 29, 2026, at 3:00 PM ET.\n \nSpeakers:\nBrian Pietrangelo, Managing Director of Investment Strategy\nGeorge Mateyo, Chief Investment Officer\nRajeev Sharma, Head of Fixed Income\nStephen Hoedt, Head of Equities\n \nTime\n02:12 — Rising Treasury yields create headwinds for equities\n06:44 — Policy discussions and geopolitical risks remain in focus\n09:22 — Investors may consider rebalancing risk-asset exposure\n11:09 — Treasury yields reach multidecade highs\n18:27 — Closing perspective and investor considerations\n \nAdditional Resources\nRegister Now: Key Wealth National Call: Countdown to the Midterms — Politics, Policy, and Your Portfolio\nRead: Key Questions: Is Kevin Warsh having an “Alan Greenspan Moment?\"\n \nKey Questions\nWeekly Investment Brief\nSubscribe to our Key Wealth Insights newsletter\nFollow us on LinkedIn\n ","thumbnail_url":"https://img.transistorcdn.com/ZjmhNuqFFlZYsVaQoEUsHv801xiSq1lyD6FQ9yK1zPs/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzEzMzA1LzE2MzU1/MTIyMjctYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}