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 L.P., Bureau of Economic Analysis, Bureau of Labor Statistics, Chicago Board of Exchange (CBOE) Volatility Index (VIX), Dow Jones / Dow Jones N
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Episode #229
Credit Sends a Warning as Equities Press Higher
Oct 2, 202624 min
Our experts evaluate softer job creation, persistent PCE inflation, and rising Treasury yields as markets reassess the path of Federal Reserve policy. The discussion examines widening credit spreads, pressure in high-yield bonds, and the disconnect between caution in fixed income and continued strength in equities. With questions emerging around AI-related spending and earnings quality, the panel emphasizes shifting toward higher-quality investments, reducing exposure to leveraged companies, and maintaining broad diversification as geopolitical and economic uncertainty contribute to a more selective market 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 Time 02:12 — Rising Treasury yields create headwinds for equities 06:44 — Policy discussions and geopolitical risks remain in focus 09:22 — Investors may consider rebalancing risk-asset exposure 11:09 — Treasury yields reach multidecade highs 18:27 — Closing perspective and investor considerations Additional Resources National Call Replay: Countdown to the Midterms — Politics, Policy, and Your Portfolio Key Questions Weekly Investment Brief Subscribe to our Key Wealth Insights newsletter Follow us on LinkedIn
Treasury yields moved sharply higher, creating new headwinds for equities and driving rotation beneath the market’s surface. The team examines how elevated diesel and oil prices could sustain inflation, complicate the Fed’s policy path and increase the risk of a policy error. With yields offering more competition for investor capital, portfolios may benefit from reassessing risk-asset exposure and considering opportunities in fixed income. Investors should continue monitoring energy prices, geopolitical developments, Treasury volatility and upcoming FOMC decisions. Hear additional market and investment perspectives during the Key Wealth National Call: Countdown to the Midterms — Politics, Policy, and Your Portfolio on September 29, 2026, at 3:00 PM ET. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities Time 02:12 — Rising Treasury yields create headwinds for equities 06:44 — Policy discussions and geopolitical risks remain in focus 09:22 — Investors may consider rebalancing risk-asset exposure 11:09 — Treasury yields reach multidecade highs 18:27 — Closing perspective and investor considerations Additional Resources Register Now: Key Wealth National Call: Countdown to the Midterms — Politics, Policy, and Your Portfolio Read: Key Questions: Is Kevin Warsh having an “Alan Greenspan Moment?" Key Questions Weekly Investment Brief Subscribe to our Key Wealth Insights newsletter Follow us on LinkedIn
The Fed Shifts Gears: Higher Rates, AI Risks, and What Comes Next
Sep 18, 202625 min
The Federal Reserve raised rates by 25 basis points and signaled that additional increases may follow as inflation remains its primary focus. While the economy and equity markets have shown resilience, investors should prepare for continued uncertainty and volatility. AI investment remains a major driver of earnings and growth, but a slowdown could pressure equities. With the 10-year Treasury yield near 5.00%, real assets may provide additional portfolio diversification amid higher rates and ongoing price pressures. Hear additional market and investment perspectives during the Key Wealth National Call: Countdown to the Midterms — Politics, Policy, and Your Portfolio on September 29, 2026, at 3:00 PM ET. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities Time 02:30 — Retail sales rebound while industrial production levels off 03:39 — The Federal Reserve raises rates and signals further tightening 11:09 — AI investment faces growing political and economic scrutiny 16:35 — Higher yields create pressure across key equity sectors 19:16 — Real assets offer diversification against inflation and market volatility Additional Resources Register Now: Key Wealth National Call: Countdown to the Midterms — Politics, Policy, and Your Portfolio Read: Key Questions: Is Kevin Warsh having an “Alan Greenspan Moment?" Key Questions Weekly Investment Brief Subscribe to our Key Wealth Insights newsletter Follow us on LinkedIn
The Inflation Plot Twist: Markets Rethink Rates as Price Pressures Return
Sep 11, 202625 min
This week’s discussion examines hotter-than-expected inflation readings and their implications for Federal Reserve policy, global interest rates, and investor positioning. The panel considers why markets are pricing in a potential September rate hike, while higher oil prices and AI infrastructure spending add to inflation pressures. Despite modestly wider credit spreads, demand remains constructive. Investors should monitor policy decisions, longer-term yields, and the effects of elevated borrowing costs on housing and economic activity. Hear additional market and investment perspectives during the Key Wealth National Call: Countdown to the Midterms — Politics, Policy, and Your Portfolio on September 29, 2026, at 3:00 PM ET. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities Time 00:03:40 — Key economic releases and the latest inflation data 00:06:32 — Sticky inflation shifts expectations for Federal Reserve policy 00:09:04 — Markets price a potential September rate hike 00:14:39 — AI infrastructure and data centers support economic growth 00:17:30 — Higher global rates weigh on housing activity Additional Resources Register Now: Key Wealth National Call: Countdown to the Midterms — Politics, Policy, and Your Portfolio Read: Key Questions: Can the Promise of AI Support Today’s Record Capital Spending? Key Questions Weekly Investment Brief Subscribe to our Key Wealth Insights newsletter Follow us on LinkedIn
Taking Care of Business: Strong Jobs, Cautious Markets, and Municipal Bond Opportunities
Sep 4, 202624 min
This week’s discussion examines a stronger-than-expected August employment report and its implications for the Federal Reserve’s September decision. The conversation also covers AI-driven data center investment, narrowing equity market participation, seasonal volatility, and where longer-term municipal bonds may offer relative value amid record issuance and sustained investor demand. Hear additional market and investment perspectives during the Key Wealth National Call: Countdown to the Midterms — Politics, Policy, and Your Portfolio on September 29, 2026, at 3:00 PM ET. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Stephen Hoedt, Head of Equities Pat Grady, Senior Fixed Income Portfolio Manager Time 02:12 — Economic growth, employment data, and the August payroll report 05:34 — Strong jobs and implications for the Federal Reserve 08:23 — AI data center investment supports domestic economic activity 12:59 — Market breadth weakens as seasonal volatility approaches 18:36 — Assessing relative value across the municipal bond market Additional Resources Register Now: Key Wealth National Call: Countdown to the Midterms — Politics, Policy, and Your Portfolio Read: Key Questions: Can the Promise of AI Support Today’s Record Capital Spending? Key Questions Weekly Investment Brief Subscribe to our Key Wealth Insights newsletter Follow us on LinkedIn
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