{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Key Wealth Matters","title":"Fed Focus Shifts as Inflation Stays Sticky","html":"","width":"100%","height":180,"duration":1551,"description":"This week’s discussion focused on a labor market that is cooling but still stable, renewed geopolitical risk tied to oil prices, and a Federal Reserve that appears more focused on inflation under new leadership. The panel also reviewed the market’s reaction to the June FOMC minutes, the importance of upcoming economic data, and how AI-related spending is influencing both inflation and equity leadership. Investors should watch earnings breadth, rate expectations, and rotation within technology as the second half of the year begins.\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 \n02:01 — Labor market data shows slower payroll growth\n04:48 — Middle East risks put oil prices back in focus\n09:01 — FOMC minutes point to a more hawkish Fed\n14:33 — AI spending drives equity market rotation\n21:26 — Closing thoughts for investors\n \nAdditional Resources\nRead: Key Questions - Is Artificial Intelligence (AI) a “Bubble”?\nRead: IRS Releases Its Dirty Dozen Tax Scams and Schemes for 2026\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}