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Key Wealth Matters

Key Wealth Matters

De: Key Wealth Institute
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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. _____________________________________________________ We gather data and information from specialized sources and financial databases, including, but not limited to, Bloomberg Finance LP, Bureau of Economic Analysis, Bureau of Labor Statistics, Chicago Board of Exchange Volatility Index, Dow Jones and Dow Jones NewsPlus, FactSet, Federal Reserve and corresponding 12 district banks, Federal Open Market Committee, ICE Bank of America Move Index, Morningstar and Morningstar.com, Standard & Poor's, and Wall Street Journal and wsj.com. Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors, and Key Private Client are marketing names for KeyBank National Association, or KeyBank, and certain affiliates, such as Key Investment Services LLC, or KIS, and KeyCorp Insurance Agency USA, Inc., or KIA. The Key Wealth Institute is comprised of financial professionals representing KeyBank and certain affiliates, such as KIS and KIA. Any opinions, projections, or recommendations contained herein are subject to change without notice, are those of the individual authors, 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. It should not be used as a basis for investment or tax planning decision. 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 ©2026 KeyCorp®. All rights reserved.© 2026 KeyCorp Economía Finanzas Personales
Episodios
  • Spring Forward, Markets Backpedal: Iran, Oil, and a Jobs Shock

    Spring Forward, Markets Backpedal: Iran, Oil, and a Jobs Shock
    Mar 9 2026

    Volatility is framed as a two- front test: geopolitical escalation and a labor market miss that undercut confidence in near term growth. The investor fulcrum is oil. If disruption risk around the Strait of Hormuz persists, energy prices can revive inflation pressure just as employment momentum softens. That combination forces markets to debate whether the Fed stays patient on rates or is constrained by renewed price risks, creating sharp cross asset swings. The positioning message is discipline. Avoid abrupt shifts, lean on traditional defensives, and treat pullbacks as opportunities to add selectively.

    Speakers:

    Brian Pietrangelo, Managing Director of Investment Strategy

    George Mateyo, Chief Investment Officer

    Rajeev Sharma, Head of Fixed Income

    Stephen Hoedt, Head of Equities

    01:45 — Iran conflict sets the tone; oil and inflation risks rise

    04:50 — Jobs report surprise: nearly 100,000 jobs lost

    07:15 — Crude oil spikes 10% and Strait of Hormuz risk increases

    14:55 — Ten-year yield moves above 4.17% as inflation concerns reprice

    22:11 — Closing guidance: avoid bold moves while volatility plays out

    Additional Resources

    Read: Key Questions: How Will Tariffs Impact My Financial Plan?

    Key Questions

    Weekly Investment Brief

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    26 m
  • Cold as Ice? When the Numbers Are Strong but the Market Isn’t Impressed

    Cold as Ice? When the Numbers Are Strong but the Market Isn’t Impressed
    Feb 27 2026

    As February closes, markets are grappling with a familiar tension: solid fundamentals meeting elevated expectations. This episode unpacks why strong earnings, including from Nvidia, have not translated into higher index levels, and why “sell‑the‑news” reactions are increasingly common in mega‑cap technology. The conversation highlights improving market breadth beneath the surface, stable labor conditions, and inflation data that keeps the Fed on hold. With bonds benefiting from a risk‑off tone and AI driving both optimism and disruption, the team reinforces the importance of diversification as leadership rotates and uncertainty persists.

    Speakers:

    Brian Pietrangelo, Managing Director of Investment Strategy

    George Mateyo, Chief Investment Officer

    Rajeev Sharma, Head of Fixed Income

    Stephen Hoedt, Head of Equities

    02:00 — Light economic calendar and a hotter‑than‑expected PPI print

    03:45 — Nvidia earnings and why markets sold on the news

    06:30 — Equal‑weight strength and evidence of broadening leadership

    10:00 — Tariffs, AI disruption, and fading headline risks

    14:15 — Bond market rally, yields below 4%, and Fed policy outlook

    Additional Resources

    Attend: Key Wealth National Call: Navigating Noise, Finding Meaning: A Conversation with Brian Portnoy, PhD, CFA

    Read: Key Questions: Small-Caps Outperform in Early 2026 — Will Momentum Continue?

    Key Questions

    Weekly Investment Brief

    Subscribe to our Key Wealth Insights newsletter

    Follow us on LinkedIn
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    24 m
  • Markets Digest Tariff Ruling as Inflation Pressures Persist

    Markets Digest Tariff Ruling as Inflation Pressures Persist
    Feb 20 2026

    This week’s discussion reflects a market navigating slower growth and firmer inflation. Fourth‑quarter GDP shows a clear downshift, while PCE inflation surprised to the upside on both headline and core measures. The panel explains why sticky inflation and recent FOMC minutes raise the bar for rate cuts, with markets responding through higher front-end yields and a flatter curve. Investors are also assessing the Supreme Court Tariff Ruling, which adds policy uncertainty at a time when markets are already range‑bound. Ongoing rotation beneath the surface reinforces the importance of diversification and discipline in a choppy environment.

    Speakers:

    Brian Pietrangelo, Managing Director of Investment Strategy

    George Mateyo, Chief Investment Officer

    Rajeev Sharma, Head of Fixed Income

    Stephen Hoedt, Head of Equities

    01:55 — Industrial production shows modest January strength

    03:53 — GDP slowdown and PCE inflation surprise

    07:35 — Fed outlook, yields, and rate‑cut expectations

    12:12 — AI uncertainty and sector rotation beneath the market

    16:05 — Supreme Court tariff ruling and market implications

    Additional Resources

    Attend: Key Wealth National Call: Navigating Noise, Finding Meaning: A Conversation with Brian Portnoy, PhD, CFA

    Read: Key Questions: Investing Before Lift‑Off – What Should Investors Know About Private Markets and the Next IPO Cycle?

    Key Questions

    Weekly Investment Brief

    Subscribe to our Key Wealth Insights newsletter

    Follow us on LinkedIn
    Más Menos
    25 m
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