Key Wealth Matters | End of Week Market Minutes Recap – Hot US Jobs Report, Forecast on Federal Reserve Rate Increases, Corporate Earnings Diverge, and the Good News on Omicron

Today’s US Jobs Report came in hot – delivering revisions on the prior month and showing remarkable strength. This suggests that we are entering a new era of robust growth and along with it, higher inflation, according to our KeyBank Investment Center experts.

Listen in as the team shares their forecast for potential Federal Reserve rate increases, why it’s a stock pickers market, and the good news on the COVID-19 omicron variant. Our KeyBank Investment Center unpack a busy week in the markets so you can stay ahead and on track with your long-term strategy.

Show Notes

Speakers:

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

George Mateyo, Chief Investment Officer, KeyBank Investment Center

Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center

Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center

01:05 – Market volatility continues.
02:08 – US Jobs report numbers tell a new story on the economy.
04:43 – Forecast on fixed income and potential Federal Reserve actions to confront inflation – including future rate increases.
09:43 – Corporate earnings diverge – the micro matters just as much as the macro.
12:57 – Interest in municipal bonds is rising, and what the credit markets spread tell us about the economy.
16:15 – Why our recent forecast on the COVID-19 pandemic and the omicron variant is good news for the market.

Additional Resources:

Key Questions: Should You Sell Your Stocks Now? | Key Private Bank

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