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Key Wealth Matters

Key Wealth Matters

Written by: Key Wealth Institute
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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 Key_Wealth_Institute@keybank.com. For more information, articles, or other insights related to wealth management, visit key.com/ourinsights. _____________________________________________________ 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. Key Wealth, Key Private Client, Key Private Bank, Key Family Wealth, and KeyBank Institutional Advisors are brand names used by KeyBank National Association (KeyBank). Key Wealth and Key Private Client are also brand names used by Key Investment Services LLC (KIS), member FINRA/SIPC and SEC-registered investment advisor. 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. The summaries, prices, quotes and/or statistics contained herein have been obtained from sources believed to be reliable but are not necessarily complete and cannot be guaranteed. They are provided for informational purposes only and are not intended to replace any confirmations or statements. Past performance does not guarantee future results. Brokerage and certain investment advisory services are offered through Key Investment Services LLC (KIS), member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA) and underwritten by third party insurance carriers not affiliated with KIS. KIS and KIA are affiliates under the common control of KeyCorp. To learn more about KIS’s investment business, as well as our relationship with you, please review our KIS Disclosure page. Check the background of KIS on FINRA's BrokerCheck. 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 ©2026 KeyCorp®. All rights reserved.©2026 KeyCorp®. All rights reserved. Economics Personal Finance
Episodes
  • Fed Chair Transition, Sticky Inflation, and Why Diversification Still Matters

    Fed Chair Transition, Sticky Inflation, and Why Diversification Still Matters
    May 15 2026

    This week’s discussion reviews how hotter inflation readings pushed yields higher and challenged the market’s near-term policy assumptions. The group outlines what the latest CPI and PPI data could imply for the Fed’s preferred inflation gauge later this month, and why resilient credit spreads and steady corporate bond issuance matter for risk conditions. A deep dive then shifts to international and emerging markets, highlighting concentration tied to the AI supply chain, China’s transition toward strategic industries, and how geopolitics and oil-linked inflation risks may complicate the global backdrop.

    Speakers:

    Brian Pietrangelo, Managing Director of Investment Strategy

    Rajeev Sharma, Head of Fixed Income

    John Simmons, Senior Research Analyst

    Michael Kehoe, Senior Lead Research Analyst

    01:58 — Panel introductions and the week’s agenda

    06:44 — Inflation data implications and the Fed policy backdrop

    11:47 — International markets deep dive begins

    18:59 — China themes and AI-driven strategic investment

    26:12 — Upcoming national call and schedule update

    Additional Resources

    Register Now: Key Wealth National Call: 2026 Mid-Year CIO Update

    Read Now: Key Questions: Are Your Young Adult's Essential Documents Ready for Graduation?

    Key Questions

    Weekly Investment Brief

    Subscribe to our Key Wealth Insights newsletter

    Follow us on LinkedIn
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    31 mins
  • Investing Through Divergence in Rates, Earnings, and Global Risks

    Investing Through Divergence in Rates, Earnings, and Global Risks
    May 8 2026

    This week’s discussion focuses on a market that continues to advance despite crosscurrents in geopolitics, inflation, and monetary policy. The team reviews steady gains in equities, resilient labor data, and improving productivity, offset by persistent inflation uncertainty tied to energy prices and global tensions. Panelists outline why the Federal Reserve remains on hold amid internal disagreement and shifting leadership expectations, while bond markets emphasize carry over duration risk. In equities, earnings momentum and AI related themes are broadening beyond traditional leaders, creating both opportunity and valuation risk. The conversation closes with a look at tariffs and trade policy, which remain a source of uncertainty but appear less market moving than earlier in the year.

    Speakers:

    Brian Pietrangelo, Managing Director of Investment Strategy

    George Mateyo, Chief Investment Officer

    Rajeev Sharma, Head of Fixed Income

    Sam Snyder, Director of Equity Research

    01:30 — Weekly market overview and key economic releases

    04:19 — Iran geopolitical developments and oil price implications

    07:17 — Fed policy outlook, inflation risks, and rate expectations

    13:06 — Equity market performance, AI themes, and market breadth

    17:13 — Tariffs, trade policy, and near‑term market relevance

    Additional Resources

    Read Now: Key Questions: Are Your Young Adult's Essential Documents Ready for Graduation?

    Read Now: From Drafts to Decisions: Estate Planning Beyond AI

    Key Questions

    Weekly Investment Brief

    Subscribe to our Key Wealth Insights newsletter

    Follow us on LinkedIn
    Show More Show Less
    23 mins
  • This Week’s Trifecta: A Split Fed, Powell’s Swan Song and AI-Driven Earnings

    This Week’s Trifecta: A Split Fed, Powell’s Swan Song and AI-Driven Earnings
    May 1 2026

    This week’s discussion centers on a Federal Reserve on pause but increasingly divided, as inflation data and geopolitical risks complicate the policy path. The team reviews a stronger‑than‑expected GDP reading, a PCE inflation uptick driven by energy prices, and what multiple FOMC dissents signal about rate expectations for the rest of 2026. They also cover Jerome Powell’s last meeting as Fed Chair and what it means for the FOMC. They also examine how resilient earnings growth, particularly tied to AI investment and capital spending, is shaping market leadership. The conversation frames what these dynamics mean for positioning as investors balance policy uncertainty, elevated inflation risks, and continued pockets of economic strength.

    Speakers:

    Brian Pietrangelo, Managing Director of Investment Strategy

    George Mateyo, Chief Investment Officer

    Rajeev Sharma, Head of Fixed Income

    Stephen Hoedt, Head of Equities

    01:45 — Weekly data check: claims, GDP, and March PCE inflation

    04:15 — FOMC recap and implications of multiple dissents

    09:20 — Rate cut expectations and the outlook for 2026 policy

    16:20 — Earnings strength and the impact of AI spending

    23:00 — Geopolitics, energy prices, and late‑cycle risks

    Additional Resources

    Read Now: Key Questions: Is Kevin Warsh About to Change the Fed – Not Just Rates?

    Key Questions

    Weekly Investment Brief

    Subscribe to our Key Wealth Insights newsletter

    Follow us on LinkedIn
    Show More Show Less
    28 mins
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