Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
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 

• 01:07 – Overview of the economic data for the week 
• 01:48 – Implications of the Fed interest rate hike on the economy and stocks/bonds  
• 11:30 – Outlook for the Fed rate hiking cycle and a flattening yield curve 
• 15:36 – Impact of the Russia-Ukraine crisis on commodity markets 
• 17:44 –Discussion on the probability of a recession in the next 6-12 months 

Additional Resources:
Key Questions: What Are the Implications for Commodity Markets From the Russia-Ukraine Conflict? 

Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Cynthia Honcharenko, Senior Portfolio Manager - Taxable Fixed Income, KeyBank Investment Center
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center 

• 01:10 – Economic updates and the Russia-Ukraine crisis.  
• 05:25 – What will the Fed do at next week’s FOMC meeting to confront broadening inflation? 
• 11:30 – Thoughts on the best positioned sectors, Consumer Price Index, yield curve, and credit spreads. 
• 16:19 – Stock market movements this week – technical perspective and market sentiment.  

Additional Resources:
Key Private Bank Investment Brief 

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 – Economic data supports strong fundamentals with 93% of world economies growing.
• 04:22 – What Federal Reserve Chairman Jay Powell’s congressional testimony means for inflation and the economy. 
• 06:06 – Tremendous yield curve swings, and increased volatility, particularly for commodities impacts the market.
• 11:50 – The Russian-Ukraine conflict’s impact on global markets and investors.
• 14:20 – Chief Investment Officer George Mateyo’s thoughts on the long-term outlook for investors. 

Additional Resources:
Key Questions: What Will Jay Do? | Key Private Bank

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 

• 01:15 – Economic news and perspective amid an accelerating economy 
• 04:10 – What the Ukraine-Russia crisis means from a market perspective 
• 06:50 – The impact of geo-political conflict on energy and commodity prices.  
• 09:30 – Discussion of a potential Federal Reserve rate hike to confront inflation in March.  
• 12:48 – What investors need to know about navigating the volatility in the market. 

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

Speakers: 

Tracey Collins, CFP®, Senior Relationship Manager, Key Private Bank 

Tammy Gedetsis, Information Security Senior Manager, KeyBank

• 01:03 – An overview of cybersecurity, and the top three common types of attacks targeting businesses. 
• 08:30 – The risk of a fraudulent email, and how cybercriminals target your organization.  
• 11:30 – The difference between passwords and passphrases and helpful password management tips.  
• 16:02 – Steps organizations can take right now to improve data security. 

Additional Resources: 

Security & Privacy | Key Private Bank 

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 

• 01:20 – What the potential Ukraine-Russia conflict means for the markets and the economy.  
• 05:59 – What is the fix for inflation?  
• 10:48 – Tug of war in the equity markets amid strong corporate earnings.  
• 13:08 – Economic data – unemployment, retail sales, and the consumer price index suggests a growth story, while high energy prices are expected to stay on tap.  
   

Additional Resources:
Key Questions: What Will Fix Inflation? | Key Private Bank 

Speakers: 

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

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

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

Justin Tantalo, CFA, Senior Lead Research Analyst 

• 01:20 – Update on the market – breadth, collapsing yield curve, Consumer Price Index Inflation data, and corporate earnings. 
• 05:25 – Fed rate increases and discuss the possibility of an unprecedented inter-meeting cut.  
• 12:57 – What investors need to know about navigating the inflation bubble 
• 15:12 – Defining cryptocurrency and how to evaluate your risk and return  

Additional Resources: 

Your Daily Investment Brief 

What to Know about Bitcoin and Cryptocurrency Before Investing 

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

Speakers:

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

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

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

• 01:25 – FOMC meeting analysis and key takeaways for the Treasury market
• 07:34 – Corporate earnings season update, highlighting supply chain issues and rate increase expectations
• 10:18 – Corporate bond spreads commentary
• 13:20 - The yield curve and the potential for recession in the future

Additional Resources:

The 2022 Outlook: Hot, Crowded and Flat 

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

• 00:59 – Unemployment claims tick up slightly for the second week in a row; while the housing market remains strong
• 03:00 – Federal Reserve policy update
• 04:30 – The influence of Fed policy on the markets with an analysis based on recent market volatility
• 08:41 - Examination of the latest Treasury yield rates, and the potential impact on investor sentiment

Additional Resources:

Key Private Bank Investment Brief