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

• 01:03 – Review of key economic indicators 
• 02:11 – Overview of US jobs report and impact of persistent inflation
• 07:25 – Stock market observations
• 11:50 – What investors need to know about negative real yields

Additional Resources:
Key Questions: When the Market Is Volatile, Why Is it Important to Have a Financial Plan?

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
Don Saverno, Senior Lead Research Analyst, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center

• 01:27 – Review of key economic indicators 
• 03:22 – Economic outlook and implications for portfolio construction
• 08:07 – Stock market repricing and corporate earnings forecast
• 12:57 – Credit spreads and fixed income commentary
• 15:17 – International update – China and Eurozone 

Additional Resources:
Books for Your 2022 Summer Reading List

Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Tim McDonough, Senior Portfolio Manager – Fixed Income, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Justin Tantalo, Senior Lead Research Analyst – Equities, KeyBank Investment Center

• 01:44 – Market moves for the week 
• 03:10 – Volatility in the bond market and implications of Fed action
• 05:28 – Commentary on Bitcoin performance
• 15:17 – S&P 500 rises as equity market rebounds 

Additional Resources:
Register Now | 6/27 National Call – Economic and Capital Market Outlook

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

• 01:48 – Review of key economic data 
• 04:43 – Federal Open Market Committee meeting recap and implications
• 11:09 – Impact of inflation on corporate earnings
• 14:42 – Market volatility and risk of recession 

Additional Resources:
Books for Your 2022 Summer Reading List 

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 

• 01:13 – Inflation data release and implications on Fed tightening 
• 09:23 – Discussion on stress in European markets and impact on global food supply 
• 14:16 – Fixed income market and yield curve observations 
• 17:26 – Portfolio positioning and construction in a volatile environment 

Additional Resources:
Register | June 14 Key Wealth Institute National Call: What the US Consumer Is Telling Us About the Economy 

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

• 01:17 – Review of key economic indicators for the week 
• 02:26 – Employment data release and implications for the economy
• 04:45 – Fed speak this week and forecast for future rate hikes
• 08:47 – Outlook on skyrocketing energy prices  
• 12:12 – Read on the health of the consumer 
• 15:03 – Commentary on Fed Chair Powell’s meeting with Biden 

Additional Resources:
Register | June 14 Key Wealth Institute National Call: What the US Consumer Is Telling Us About the Economy

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

• 01:47 – Review of key economic indicators for the week 
• 02:10 – May 4 Fed Meeting Minutes release and implications 
• 07:31 – Outlook for growth and inflation
• 11:06 – Observations on the recent stock market rally

Additional Resources:
Key Private Bank Investment Brief

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
Donald Saverno, MBA, Senior Lead Research Analyst, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center

• 01:13 – Recap of key economic indicators and implications for the consumer 
• 04:05 – Valuation multiples compress for technology stocks 
• 07:57 – Fixed income observations
• 13:06 – Outlook on market returns 
• 13:58 – International markets and unexpected rate cut in China 

Additional Resources:
Key Questions: Have FAANG Stocks Been Permanently Defanged?

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

• 01:04 – What inflation means for our outlook, the markets and future Fed moves
• 06:52 – How fixed income markets and key yield curves are impacting equity markets
• 10:13 – Why Finland’s call to join NATO is increasing market volatility
• 13:54 – Chief Investment Officer George Mateyo’s commentary on portfolio rebalancing
• 14:52 – Outlook for cryptocurrencies amidst the current performance

Additional Resources:
Key Questions: Why Are Financial Assets Falling?

Speakers:

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

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

• 01:30 – Insights on market volatility trends in the wake of the Fed meeting
• 04:45 – A review of a solid economic environment despite falling financial assets
• 08:20 – Credit markets update, as credit spreads continue to move in an orderly fashion
• 12:50 – A focus on Fed strategy and messaging pivoting to a hawkish tone

Additional Resources:

Key Questions: Why are Financial Assets Falling?