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Market Minutes Recap – Stocks Down as Bear Market Looms

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Manage episode 329179605 series 2815319
Content provided by Andrew Rigo and Key Wealth Institute. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Rigo and Key Wealth Institute or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Speakers:
George Mateyo,
Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Donald Saverno, MBA, Senior Lead Research Analyst, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center

  • 01:13 – Recap of key economic indicators and implications for the consumer
  • 04:05 – Valuation multiples compress for technology stocks
  • 07:57 – Fixed income observations
  • 13:06 – Outlook on market returns
  • 13:58 – International markets and unexpected rate cut in China

Additional Resources:
Key Questions: Have FAANG Stocks Been Permanently Defanged?

  continue reading

120 episodes

Artwork
iconShare
 
Manage episode 329179605 series 2815319
Content provided by Andrew Rigo and Key Wealth Institute. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Rigo and Key Wealth Institute or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Speakers:
George Mateyo,
Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Donald Saverno, MBA, Senior Lead Research Analyst, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center

  • 01:13 – Recap of key economic indicators and implications for the consumer
  • 04:05 – Valuation multiples compress for technology stocks
  • 07:57 – Fixed income observations
  • 13:06 – Outlook on market returns
  • 13:58 – International markets and unexpected rate cut in China

Additional Resources:
Key Questions: Have FAANG Stocks Been Permanently Defanged?

  continue reading

120 episodes

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