Speakers:  Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer  Rajeev Sharma, Head of Fixed Income  Stephen Hoedt, Head of Equities 01:58 – Our team of experts discusses the impact of the government shutdown on economic data releases, inflation concerns, and labor market trends.04:35 –  Analysis of bond market movements, expectations for Federal Reserve rate cuts, and insights from recent FOMC minutes.08:24 – The panel examines high market valuations, the impact of “hopes and dreams,” and the effects of vendor financing and developments in the AI sector.13:34 –  Insights into gold’s record highs, central bank buying, treasury market trends, and expectations for Q3 earnings season. Additional Resources Read: <a href="https://www.key.com/kpb/our-insights/articles/make-america-healthy-again-health-companies.html">Key Questions: What Does MAHA Mean for Healthcare and Consumer Staples Companies? | Key Private Bank</a>Read: <a href="https://www.key.com/kpb/our-insights/articles/ai-impact-companies-and-investors.html">Key Questions: How Does AI Impact Corporate Companies and Fixed-Income Investors?</a>New White Paper: <a href="https://www.key.com/kpb/our-insights/articles/introduction-direct-indexing.html">An Introduction to Direct Indexing | Key Private Bank</a> <a href="https://www.key.com/kpb/our-insights/key-questions.html">Key Questions | Key Private Bank</a><a href="https://www.linkedin.com/newsletters/7074749050469691392/">Subscribe to our Key Wealth Insights newsletter</a><a href="https://www.key.com/kpb/our-insights/articles/your-daily-investment-brief.html">Weekly Investment Brief</a><a href="https://www.linkedin.com/company/keywealth/">Follow us on LinkedIn</a>251002-3563428

Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 01:58 – Our team of experts discusses the impact of the government shutdown on economic data releases, inflation concerns, and labor market trends. 04:35 – Analysis of bond market movements, expectations for Federal Reserve rate cuts, and insights from recent FOMC minutes. 08:24 – The panel examines high market valuations, the impact of “hopes and dreams,” and the effects of vendor financing and developments in the AI sector. 13:34 – Insights into gold’s record highs, central bank buying, treasury market trends, and expectations for Q3 earnings season. Additional Resources Read: Key Questions: What Does MAHA Mean for Healthcare and Consumer Staples Companies? | Key Private Bank Read: Key Questions: How Does AI Impact Corporate Companies and Fixed-Income Investors? New White Paper: An Introduction to Direct Indexing | Key Private Bank Key Questions | Key Private Bank Subscribe to our Key Wealth Insights newsletter Weekly Investment Brief Follow us on LinkedIn 251002-3563428

Speakers:&nbsp; Brian Pietrangelo, Managing Director of Investment Strategy&nbsp;George Mateyo, Chief Investment Officer&nbsp; Rajeev Sharma, Head of Fixed Income&nbsp; Stephen Hoedt, Head of Equities 01:58 – Our team of experts discusses the impact of the government shutdown on economic data releases, inflation concerns, and labor market trends.04:35 –&nbsp; Analysis of bond market movements, expectations for Federal Reserve rate cuts, and insights from recent FOMC minutes.08:24 – The panel examines high market valuations, the impact of “hopes and dreams,” and the effects of vendor financing and developments in the AI sector.13:34 – &nbsp;Insights into gold’s record highs, central bank buying, treasury market trends, and expectations for Q3 earnings season. Additional Resources Read: <a href="https://www.key.com/kpb/our-insights/articles/make-america-healthy-again-health-companies.html" rel="noopener noreferrer">Key Questions: What Does MAHA Mean for Healthcare and Consumer Staples Companies? | Key Private Bank</a>Read: <a href="https://www.key.com/kpb/our-insights/articles/ai-impact-companies-and-investors.html" rel="noopener noreferrer">Key Questions: How Does AI Impact Corporate Companies and Fixed-Income Investors?</a>New White Paper: <a href="https://www.key.com/kpb/our-insights/articles/introduction-direct-indexing.html" rel="noopener noreferrer">An Introduction to Direct Indexing | Key Private Bank</a>&nbsp;<a href="https://www.key.com/kpb/our-insights/key-questions.html" rel="noopener noreferrer">Key Questions | Key Private Bank</a><a href="https://www.linkedin.com/newsletters/7074749050469691392/" rel="noopener noreferrer">Subscribe to our Key Wealth Insights newsletter</a><a href="https://www.key.com/kpb/our-insights/articles/your-daily-investment-brief.html" rel="noopener noreferrer">Weekly Investment Brief</a><a href="https://www.linkedin.com/company/keywealth/" rel="noopener noreferrer">Follow us on LinkedIn</a>251002-3563428

Navigating Market Uncertainty: Rate Cuts, Gold Highs, and the Power of Hope

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 kpb_wealth_institute@keybank.com.

For more information, articles, or other insights related to wealth management, visit key.com/ourinsights.


_____________________________________________________
Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors and Key Private Client are marketing names for KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA).

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 Newsplus, FactSet, Federal Reserve and corresponding 12 district banks / Federal Open Market Committee (FOMC), ICE BofA (Bank of America) MOVE Index, Morningstar / Morningstar.com, Standard & Poor’s and Wall Street Journal / WSJ.com.

The Key Wealth Institute is comprised of financial professionals representing KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA). Any opinions, projections, or recommendations contained herein are subject to change without notice, are those of the individual author(s), and may not necessarily represent the views of KeyBank or any of its subsidiaries or affiliates. This material presented is for informational purposes only and is not intended to be an offer, recommendation, or solicitation to purchase or sell any security or product or to employ a specific investment or tax planning strategy. KeyBank, nor its subsidiaries or affiliates, represent, warrant or guarantee that this material is accurate, complete or suitable for any purpose or any investor and it should not be used as a basis for investment or tax planning decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment. It should not be construed as individual tax, legal or financial advice. Investment products, brokerage and investment advisory services are offered through KIS, member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KIA. Insurance products offered through KIA are underwritten by and the obligation of insurance companies that are not affiliated with KeyBank.

Non-Deposit products are: 
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY

©2025 KeyCorp®. All rights reserved.

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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 kpb_wealth_institute@keybank.com. For more information, articles, or other insights related to wealth management, visit key.com/ourinsights. _____________________________________________________ Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors and Key Private Client are marketing names for KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA). 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 Newsplus, FactSet, Federal Reserve and corresponding 12 district banks / Federal Open Market Committee (FOMC), ICE BofA (Bank of America) MOVE Index, Morningstar / Morningstar.com, Standard & Poor’s and Wall Street Journal / WSJ.com. The Key Wealth Institute is comprised of financial professionals representing KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA). Any opinions, projections, or recommendations contained herein are subject to change without notice, are those of the individual author(s), and may not necessarily represent the views of KeyBank or any of its subsidiaries or affiliates. This material presented is for informational purposes only and is not intended to be an offer, recommendation, or solicitation to purchase or sell any security or product or to employ a specific investment or tax planning strategy. KeyBank, nor its subsidiaries or affiliates, represent, warrant or guarantee that this material is accurate, complete or suitable for any purpose or any investor and it should not be used as a basis for investment or tax planning decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment. It should not be construed as individual tax, legal or financial advice. Investment products, brokerage and investment advisory services are offered through KIS, member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KIA. Insurance products offered through KIA are underwritten by and the obligation of insurance companies that are not affiliated with KeyBank. Non-Deposit products are: NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY ©2025 KeyCorp®. All rights reserved.

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 kpb_wealth_institute@keybank.com.

For more information, articles, or other insights related to wealth management, visit key.com/ourinsights.


_____________________________________________________
Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors and Key Private Client are marketing names for KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA).

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 Newsplus, FactSet, Federal Reserve and corresponding 12 district banks / Federal Open Market Committee (FOMC), ICE BofA (Bank of America) MOVE Index, Morningstar / Morningstar.com, Standard &amp; Poor’s and Wall Street Journal / WSJ.com.

The Key Wealth Institute is comprised of financial professionals representing KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA). Any opinions, projections, or recommendations contained herein are subject to change without notice, are those of the individual author(s), and may not necessarily represent the views of KeyBank or any of its subsidiaries or affiliates. This material presented is for informational purposes only and is not intended to be an offer, recommendation, or solicitation to purchase or sell any security or product or to employ a specific investment or tax planning strategy. KeyBank, nor its subsidiaries or affiliates, represent, warrant or guarantee that this material is accurate, complete or suitable for any purpose or any investor and it should not be used as a basis for investment or tax planning decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment. It should not be construed as individual tax, legal or financial advice. Investment products, brokerage and investment advisory services are offered through KIS, member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KIA. Insurance products offered through KIA are underwritten by and the obligation of insurance companies that are not affiliated with KeyBank.

Non-Deposit products are: 
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY

©2025 KeyCorp®. All rights reserved.

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