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
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:30 – Recap of key economic indicators for the week
- 01:41 – Market outlook and commentary on economic strength
- 03:24 – Fixed income and four things to know about the yield curve
- 07:30 – Implications from the Fed Meeting Minutes
- 09:53 – Ripple effects from the credit markets to the equity markets
- 12:40 – Forecast for interest rates, balance sheet reduction, and corporate earnings preview
Additional Resources:
Key Private Bank Investment Brief | Key Private Bank