{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Key Wealth Matters","title":"The Inflation Plot Twist: Markets Rethink Rates as Price Pressures Return","html":"","width":"100%","height":180,"duration":1512,"description":"This week’s discussion examines hotter-than-expected inflation readings and their implications for Federal Reserve policy, global interest rates, and investor positioning. The panel considers why markets are pricing in a potential September rate hike, while higher oil prices and AI infrastructure spending add to inflation pressures. Despite modestly wider credit spreads, demand remains constructive. Investors should monitor policy decisions, longer-term yields, and the effects of elevated borrowing costs on housing and economic activity. 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\n00:03:40 — Key economic releases and the latest inflation data\n00:06:32 — Sticky inflation shifts expectations for Federal Reserve policy\n00:09:04 — Markets price a potential September rate hike\n00:14:39 — AI infrastructure and data centers support economic growth\n00:17:30 — Higher global rates weigh on housing activity\n \nAdditional Resources\nRegister Now: Key Wealth National Call: Countdown to the Midterms — Politics, Policy, and Your Portfolio\nRead: Key Questions: Can the Promise of AI Support Today’s Record Capital Spending?\n \nKey Questions\nWeekly Investment Brief\nSubscribe to our Key Wealth Insights newsletter\nFollow us on LinkedIn","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}