In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detailed insights into the recent FOMC meeting, credit markets, and the yield curve Speakers:Brian Pietrangelo, Managing Director of Investment Strategy Cindy Honcharenko, Director of Portfolio Management George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Key points include: 01:34 - This Week's Market and Economic Updates: February 2025 saw a 0.2% increase in retail sales, a 0.7% increase in industrial productio ..read more

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the JOLTS report, CPI and PPI data, the equities market, tariffs, foreign government spending, the credit market, and the upcoming FOMC meeting.    Speakers:Brian Pietrangelo, Managing Director of Investment Strategy Donald Saverno, Director of Investment Research Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 01:46 – The Job Openings and Labor Turnover Survey (JOLTS) rep ..read more

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into PMI data, the Fed’s Beige Book, the Employment Situation Report, the credit market, the U.S. dollar, and the upcoming Key Wealth National Call.    Speakers:Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 01:28 – The Purchasing Managers’ Index (PMI) revealed the overall manuf ..read more

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into initial unemployment claims, PCE inflation, equities, treasuries, consumer spending, and the upcoming Key Wealth National Call.      Speakers:Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 02:51 - Initial unemployment claims for week ending February 22 were reported at ..read more

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into initial unemployment claims, the concept of a “Mar-A-Lago Accord”, the credit market, the FOMC meeting minutes, and the upcoming Key Wealth National Call.     Speakers:Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 01:40 – Initial unemployment claims for week ending Februar ..read more

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into CPI inflation data, retail sales, corporate earnings, the credit market, and commodity trends.     Speakers:Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 02:00 – The Consumer Price Index (CPI) reported an increase of 3.0% for all items year-over-year for January, higher th ..read more

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into PMI data, the JOLTS report, Nonfarm Payrolls, potential rate cuts, the yield curve, fourth quarter earnings, recent tariff policies, and Super Bowl LIX predictions.     Speakers:Brian Pietrangelo, Managing Director of Investment Strategy Connor Cloetingh, Director of Investment Research  Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 01:20 – ISM Purchasing Managers ..read more

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into fourth quarter GDP, PCE inflation, the FOMC meeting, the equities market, and artificial intelligence (AI).    Speakers:Brian Pietrangelo, Managing Director of Investment Strategy Cindy Honcharenko, Director of Fixed Income Portfolio Management  George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 02:01 – Gross Domestic Product for t ..read more

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the initial unemployment claims, the equities market, interest rates, and the upcoming FOMC meeting.    Speakers:Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 01:18  – Initial unemployment claims for the week ending January 18th came in at 223,000 02:05 – Remarks on t ..read more

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the Beige Book, CPI data, the stock and bond markets, tariffs, the debt ceiling, and Key Wealth’s 2025 Outlook.    Speakers:Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 02:07 – The Federal Reserve released its Beige Book in advance of the Federal Open Market Committee (FO ..read more