{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Key Wealth Matters","title":"New Highs, Softer Inflation, and a Fed on Hold","html":"","width":"100%","height":180,"duration":1747,"description":"Markets moved higher this week as inflation data came in largely in line with expectations and concerns about additional Federal Reserve tightening eased. The panel discusses July CPI, stable labor market trends, and softer retail sales, while noting that inflation remains above target. The conversation also examines shifting expectations for the September FOMC meeting, the outlook for interest rates, and why equities continue to reach new highs despite seasonal headwinds. The episode closes with a discussion on diversification, balancing equity opportunities with attractive bond yields, and maintaining discipline as investor sentiment improves.\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 \n02:30 — July inflation data and market reaction\n08:20 — Fed outlook and September meeting expectations\n13:00 — Jackson Hole and signals from policymakers\n15:05 — New market highs, breadth, and volatility trends\n22:20 — Bonds, diversification, and portfolio positioning\n \nAdditional Resources\nRead: Key Questions: Are More ETFs Really Better for Investors?\nRead: Natural Disasters – A Financial Guide for Mitigation to Preparedness to Recovery\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}