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Market Minutes Recap - Market Update (Perspectives on the CPI Inflation report, yields, earnings outlook, and KeyBank’s National Call this week)
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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 CPI Inflation report, yields, earnings outlook, and KeyBank’s National Call this week.
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Rajeev Sharma, Head of Fixed Income
Steve Hoedt, Head of Equities
02:10 – The Consumer Price Index (CPI) Inflation report was released and it showed a visible increase in inflation of 3.5% in March year-over-year from 3.2% in February
06:14 – Comments on the unexpected CPI Inflation report and how it seems to be generating a flatter yield curve as well as it may cause delays in anticipated rate cuts
11:29 – Though the market has been seeing inflation and growth running ‘hotter’ for longer, the CPI Inflation report may produce some challenges in earnings expectations
14:49 – Recap on KeyBank’s National Call earlier this week and what clients may want to know with regard to the economy, the banking sector and commercial real estate
Additional Resources:
Key Questions: Who Was Daniel Kahneman and How Did He Change the Way We Think About Investing? | Key Private Bank
KeyBank National Call Replay
Key Questions | Key Private Bank
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