{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Key Wealth Matters","title":"A New Fed Era Begins as Inflation Lingers and Markets Broaden","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/3344c5bc\"></iframe>","width":"100%","height":180,"duration":1529,"description":"Markets ended the week balancing persistent inflation data, evolving Fed expectations, and shifting equity leadership. CPI and PPI both surprised to the upside, reinforcing the view that inflation remains sticky and likely keeps the Fed in a restrictive stance ahead of Kevin Warsh’s first FOMC meeting as chair. While geopolitical tensions in the Middle East added volatility early in the week, markets recovered on signs of potential de-escalation. In equities, leadership broadened beyond mega caps, with equal weight indices gaining strength as investors reassess concentration risk. With rates expected to stay higher for longer, disciplined positioning and diversification remain key in navigating the current environment.\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 \n02:05 — CPI and PPI show persistent inflation pressures\n04:00 — Fed outlook ahead of Kevin Warsh’s first FOMC meeting\n06:30 — Geopolitics and market reaction to Middle East tensions\n10:00 — Bond market implications and higher for longer rate expectations\n15:15 — Equity market breadth improves as SpaceX IPO draws attention\n \nAdditional Resources\nNational Call Replay: 2026 Mid-Year CIO Update\nRead Now: Corporate Transparency Act — Where Are We Now (2026)?\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}