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 (FOMC) meeting on January 29th

03:21 – The Consumer Price Index (CPI) was reported at 0.4% on all items for the month of December, and excluding food and energy, the CPI was reported at 0.2%

06:48 – As we ease into 2025, we hear about the equities market and the CPI data’s effect on it

10:07 – Amid Treasury Secretary Designate, Scott Bessent’s confirmation, and the plan to gradually increase tariffs, we hear comments on how it may affect the bond market and inflation

15:05 – Remarks on Bessent’s recent comments on the concept of potentially removing the US debt ceiling and the bond market’s skepticism that it could be accomplished

16:10 – Final comments highlighting the recent release of Key Wealth’s 2025 Outlook

Additional Resources

Key Questions: Are Financial Stocks More Attractive Under a Second Trump Administration? | Key Private Bank

Key Questions | Key Private Bank
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