{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Key Wealth Matters","title":"The Fed Shifts Gears: Higher Rates, AI Risks, and What Comes Next","html":"","width":"100%","height":180,"duration":1528,"description":"The Federal Reserve raised rates by 25 basis points and signaled that additional increases may follow as inflation remains its primary focus. While the economy and equity markets have shown resilience, investors should prepare for continued uncertainty and volatility. AI investment remains a major driver of earnings and growth, but a slowdown could pressure equities. With the 10-year Treasury yield near 5.00%, real assets may provide additional portfolio diversification amid higher rates and ongoing price pressures. 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\n02:30 — Retail sales rebound while industrial production levels off\n03:39 — The Federal Reserve raises rates and signals further tightening\n11:09 — AI investment faces growing political and economic scrutiny\n16:35 — Higher yields create pressure across key equity sectors\n19:16 — Real assets offer diversification against inflation and market volatility\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","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}