{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Key Wealth Matters","title":"Oil, Inflation, and the Fed’s Next Move","html":"","width":"100%","height":180,"duration":1318,"description":"This week’s discussion focused on the resurgence of inflation concerns as escalating tensions involving Iran and disruptions to global energy flows pushed oil prices toward $100 per barrel. The CIO team examines the implications for markets, including pressure on interest rates, renewed Fed tightening expectations, and a broad fixed-income selloff ahead of next week’s FOMC meeting. The conversation also explores growing investor scrutiny of AI infrastructure spending, with markets increasingly distinguishing between companies building AI capacity and those positioned to benefit from its adoption. The team provides guidance for investors in today’s dynamic market.\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 \n02:03 — Jobless claims fall to lowest level since 1969\n02:57 — Iran conflict broadens and oil approaches $100\n06:51 — Energy inventories tighten and AI spending concerns grow\n12:09 — FOMC outlook, inflation risks, and September expectations\n16:58 — Closing thoughts for investors\n \nAdditional Resources\nRead: Key Questions: Are More ETFs Really Better for Investors? | Key Wealth\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}