Market Minutes Recap - Market Update (Perspectives on the Retail/Consumer sector, July FOMC Meeting, forecast on Feds Jackson Hole Economic Symposium)

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on latest market and economic activity. Topics include a deeper dive into the Retail/Consumer sector, a review of July FOMC Meeting Minutes and a forecast on the Fed's Jackson Hole Economic Symposium taking place next week.

Speakers:

Brian Pietrangelo, Managing Director of Investment Strategy

George Mateyo, Chief Investment Officer 

Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research

Rajeev Sharma, Managing Director of Fixed Income
 

01:02 – This week’s market and economic activity (retail sales, industrial production, leading economic indicators)
02:00 – Observations on the Consumer sector, with specific comments on the retailers, student loan payments 

07:10 – Predictions on the Fed's reaction to accelerating inflation and economic growth; Forecast on the Fed's Jackson Hole Economic Symposium
15:08 - Comments on the potential corrections in the markets
16:50 – Closing remarks for investors

Additional Resources:
Key Questions: My Child is Off to College! How Can I Maintain Decision-Making Access? | Key Private Bank
Key Questions | Key Private Bank
Subscribe to our Key Wealth Insights newsletter

Economic & Market Research
Weekly Investment Brief

Follow us on LinkedIn

What is Key Wealth Matters?

Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments.

Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions.

To submit potential topics or questions to our experts, contact us via email at [e-mail].

For more information, articles, or other insights related to wealth management, visit key.com/ourinsights.

_____________________________________________________
Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors and Key Private Client are marketing names for KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA).

We gather data and information from specialized sources and financial databases including but not limited to Bloomberg Finance L.P., Bureau of Economic Analysis, Bureau of Labor Statistics, Chicago Board of Exchange (CBOE) Volatility Index (VIX), Dow Jones / Dow Jones Newsplus, FactSet, Federal Reserve and corresponding 12 district banks / Federal Open Market Committee (FOMC), ICE BofA (Bank of America) MOVE Index, Morningstar / Morningstar.com, Standard & Poor’s and Wall Street Journal / WSJ.com.

The Key Wealth Institute is comprised of financial professionals representing KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA). Any opinions, projections, or recommendations contained herein are subject to change without notice, are those of the individual author(s), and may not necessarily represent the views of KeyBank or any of its subsidiaries or affiliates. This material presented is for informational purposes only and is not intended to be an offer, recommendation, or solicitation to purchase or sell any security or product or to employ a specific investment or tax planning strategy. KeyBank, nor its subsidiaries or affiliates, represent, warrant or guarantee that this material is accurate, complete or suitable for any purpose or any investor and it should not be used as a basis for investment or tax planning decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment. It should not be construed as individual tax, legal or financial advice. Investment products, brokerage and investment advisory services are offered through KIS, member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KIA. Insurance products offered through KIA are underwritten by and the obligation of insurance companies that are not affiliated with KeyBank.

Non-Deposit products are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY

©2025 KeyCorp®. All rights reserved.