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Key Wealth Matters

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

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 Key_Wealth_Institute@keybank.com.

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

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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.

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