Speakers:
George Mateyo, Chief Investment Officer
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
Tina Myers, Director of Financial Planning 
Brian Pietrangelo, Managing Director of Investment Strategy
Rajeev Sharma, Managing Director of Fixed Income 

• 01:14 – This week’s economic news 
• 02:41 – Our economic outlook for 2023 
• 10:35 – How investors can benefit from the SECURE Act 2.0 

Additional Resources:
Investment Brief 

Speakers:
George Mateyo, Chief Investment Officer
Connor Cloetingh, Senior Lead Equity Analyst
Brian Pietrangelo, Managing Director of Investment Strategy
Rajeev Sharma, Managing Director of Fixed Income

• 01:43 – This week’s economic news
• 02:55 – Impact of the Fed’s interest rate hike on our economic outlook
• 12:12 – Opportunities in the equity market  
• 15:37 – Thoughts on the 2023 outlook

Additional Resources:
Key Questions: Why Would My Portfolio Benefit From Taking a Spin Class?

Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center

• 01:37 – This week’s economic news
• 03:44 – Reopening of China’s economy 
• 06:27 – Is a “Santa Claus rally” expected? 
• 08:21 – What to expect ahead of next week’s Fed meeting

Additional Resources:
Register today for our Dec. 14 Key Wealth Institute National Call – Our 2023 Outlook: Was a Pound of Medicine Worth an Ounce of Cure?

Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center 

• 01:15 – This week’s economic headlines and jobs numbers 
• 04:53 – Market reaction to Fed Chair Powell’s comments 
• 10:31 – Our outlook for the labor market 
• 13:14 – Energy policy and OPEC 

Additional Resources:
Register today for our Dec. 14 Key Wealth Institute National Call – Our 2023 Outlook: Was a Pound of Medicine Worth an Ounce of Cure? 

Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center

• 01:27 – This week’s economic news
• 02:11 – Fed speaker rhetoric 
• 06:12 – Implications of a sustained inverted yield curve
• 08:40 – What retail sales numbers mean for investors

Additional Resources:

Key Questions: Is the Recession Over? And Why Does It Feel Like Christmas Came Before Halloween This Year?
 

Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Justin Tantalo, Senior Lead Research Analyst – Equities, KeyBank Investment Center

• 00:38 – Honoring those who have served our country
• 02:05 – Economic news of the week 
• 02:54 – Midterm election results and portfolio implications
• 06:39 – Market direction as inflation reduces
• 12:11 – Thoughts on the state of the crypto market 

Additional Resources:
Midterms And The Markets: Considerations For Investors Amid Heightened Volatility
 
 

Speakers: 

George Mateyo, Chief Investment Officer, KeyBank Investment Center 

Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center 

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

Cynthia Honcharenko, Senior Portfolio Manager – Taxable Fixed Income, KeyBank Investment Center

• 01:22 – Economic news of the week 
• 02:30 – Federal Open Market Committee (FOMC) meeting takeaways
• 05:48 – State of the job market
• 07:17 – Federal Reserve’s commitment to combatting inflation
• 14:55 – Projections and recession outlook

Additional Resources:
Key Questions: Is the Recession Over? And Why Does It Feel Like Christmas Came Before Halloween This Year?

Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center

• 01:18 – Economic news of the week
• 01:35 – Inflation and outlook for next week’s Fed meeting
• 10:48 – The housing market plummets
• 08:11 – Health of the credit market
• 13:31 – Major cap tech companies see a slowdown 
• 16:05 – Treasury market observations
   

Additional Resources:
Read our take from May 2022, where we shared why we expected the Inflation Technology sector to remain under pressure: Key Questions: Have FAANG Stocks Been Permanently Defanged?

Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center

• 01:12 – Economic data for the week
• 01:35 – Stock market observations and third quarter earnings outlook 
• 05:02 – Treasury yields, Fed moves and strategies for investors
• 08:11 – Health of the credit market
• 11:29 – Positioning your portfolio amid the current market environment  

Additional Resources:
Key Questions: Where to Invest Now? 

Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center 

• 01:15 – Economic data for the week 
• 02:09 – What persistent inflation means for investors  
• 04:23 – What caused the recent stock market rally?  
• 10:45 – What two major M&A deals indicate about the economy 
• 12:57 – Bond market volatility  
• 14:57 – Forecast for the Federal Reserve 

Additional Resources:
Key Questions: Inflation: Is it 'Deja Vu All Over Again'?