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Feb 2025
21m 21s

Remaining Cautious and Patient

Key Wealth Institute
About this episode

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 February 15 were reported at 219,000 

02:21 – Remarks on recent economic activity and what can be expected 

03:41 – Comments on a new proposed concept, potentially called the “Mar-A-Lago Accord” and what it means for the dollar, the markets and the economy

11:31 – Comments on the credit market and its performance, tying into the Federal Reserve’s stance and independence 

14:13 – Takeaways from the recently released January Federal Open Market Committee (FOMC) meeting minutes 

16:29 – Final comments about remaining invested and diversified within your portfolio 

17:24 – Reminder for the upcoming Key Wealth National Call Wednesday, March 12th at 1:00pm EST/10:00am PST



Additional Resources

Key Questions: Q4 Earnings Recap "What Did We Learn From Fourth Quarter Earnings?" | Key Private Bank 

Key Questions | Key Private Bank
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