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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 [email protected]. 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 LP, Bureau of Economic Analysis, Bureau of Labor Statistics, Chicago Board of Exchange Volatility Index, Dow Jones and Dow Jones NewsPlus, FactSet, Federal Reserve and corresponding 12 district banks, Federal Open Market Committee, ICE Bank of America Move Index, Morningstar and Morningstar.com, Standard & Poor's, and Wall Street Journal and wsj.com. Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors, and Key Private Client are marketing names for KeyBank National Association, or KeyBank, and certain affiliates, such as Key Investment Services LLC, or KIS, and KeyCorp Insurance Agency USA, Inc., or KIA. The Key Wealth Institute is comprised of financial professionals representing KeyBank and certain affiliates, such as KIS and KIA. Any opinions, projections, or recommendations contained herein are subject to change without notice, are those of the individual authors, 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. It should not be used as a basis for investment or tax planning decision. 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. Investment products, brokerage, and investment advisory services are offered through KIS, Member FINRA, SIPC, and SEC-registered investment advisor. Insurance products are offered through KIA. Insurance products offered through KIA are underwritten by and the obligation of insurance companies that are not affiliated with KeyBank. 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.

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Check latest episodes from Key Wealth Matters podcast

Earnings Breadth, Oil Risk, and the Flight to Quality

2026/10/23

Investors are weighing tighter financing conditions for AI investment, limited earnings breadth, and elevated oil prices against improving Treasury performance. Equity valuations remain under pressure as markets assess capital needs and free cash flow across technology companies. Meanwhile, demand for high-quality bonds has pushed the 10-year Treasury yield below 5.00%. With the next FOMC meeting approaching, investors should watch policy signals, inflation risks, credit quality, and further volatility across equity and fixed income markets. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities Time 01:31 — Housing activity, mortgage rates, and stable unemployment claims 03:18 — AI financing pressures re-shape technology and equity markets 06:46 — Earnings breadth and valuation challenges for the S&P 500 09:01 — Oil supply, strategic reserves, and geopolitical risk premiums 15:28 — FOMC expectations, credit quality, and the flight to safety Additional Resources Register Now: Year-End Planning — Actions to Consider Before 2027 Read Now: Key Investment Perspectives Q3 2026 Key Questions Weekly Investment Brief Subscribe to our Key Wealth Insights newsletter Follow us on LinkedIn

AI Financing Pressures Reshape Equity and Credit Markets

2026/10/16

Hotter-than-expected inflation and resilient consumer spending reinforce expectations that interest rates may remain higher for longer. The team examines how AI-related capital spending and financing pressures are affecting semiconductor stocks, credit markets, and Treasury demand. Despite shifting rate-hike probabilities, the Federal Reserve is expected to hold rates steady in October, with additional tightening possible in December. Investors should monitor AI financing risks, earnings breadth beyond Nvidia and Micron Technologies, and changes in the S&P 500 valuation multiple when assessing portfolio positioning. Timestamps 01:52 — Beige Book findings, retail sales, and inflation data 06:14 — Sticky inflation and AI’s near-term economic impact 08:37 — CoreWeave pressures semiconductor stocks and AI financing 15:36 — Treasury rally, FOMC expectations, and credit market conditions 24:18 — Closing guidance and important investor disclosures Additional Resources: Upcoming Webinar: Key Wealth's National Call: Year-End Planning — Actions to Consider Before 2027 | Key Wealth Read Now: Key Questions: How Will the U.S. Adapt to a New Era of Power Demand Fueled by Relentless AI Growth? | Key Wealth Key Questions: Is Private Capital Still Earning Its Place? | Key Wealth Weekly Investment Brief Subscribe to our Key Wealth Insights newsletter Follow us on LinkedIn

The AI Boom Meets Bond Reality

2026/10/09

This week, our panel examines persistent inflation pressures, shifting expectations for the Federal Reserve and volatility across the Treasury yield curve. They discuss why higher yields may offer attractive fixed-income entry points, while acknowledging the potential for rates to rise further. The conversation also explores AI’s transformative potential, the uncertainty surrounding its long-term investment winners and the importance of maintaining a disciplined approach to portfolio construction. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities Time 02:25 — Economic data highlights inflation pressures and labor market resilience 05:41 — Innovation, economic growth and global debt challenges 07:02 — AI investment opportunities and risks for long-term investors 13:34 — Fed expectations, Treasury volatility and rising yields 22:53 — Important investment disclosures Additional Resources National Call Replay: Countdown to the Midterms — Politics, Policy, and Your Portfolio Read Now: 2026 Social Security Trustees Report: Combined Trust Fund Projected Largely Unchanged From Prior Year Key Questions Weekly Investment Brief Subscribe to our Key Wealth Insights newsletter Follow us on LinkedIn

Credit Sends a Warning as Equities Press Higher

2026/10/02

Our experts evaluate softer job creation, persistent PCE inflation, and rising Treasury yields as markets reassess the path of Federal Reserve policy. The discussion examines widening credit spreads, pressure in high-yield bonds, and the disconnect between caution in fixed income and continued strength in equities. With questions emerging around AI-related spending and earnings quality, the panel emphasizes shifting toward higher-quality investments, reducing exposure to leveraged companies, and maintaining broad diversification as geopolitical and economic uncertainty contribute to a more selective market environment. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities Time 02:12 — Rising Treasury yields create headwinds for equities 06:44 — Policy discussions and geopolitical risks remain in focus 09:22 — Investors may consider rebalancing risk-asset exposure 11:09 — Treasury yields reach multidecade highs 18:27 — Closing perspective and investor considerations Additional Resources National Call Replay: Countdown to the Midterms — Politics, Policy, and Your Portfolio Key Questions Weekly Investment Brief Subscribe to our Key Wealth Insights newsletter Follow us on LinkedIn

Rates, Inflation and the Case for Rebalancing

2026/09/25

Treasury yields moved sharply higher, creating new headwinds for equities and driving rotation beneath the market’s surface. The team examines how elevated diesel and oil prices could sustain inflation, complicate the Fed’s policy path and increase the risk of a policy error. With yields offering more competition for investor capital, portfolios may benefit from reassessing risk-asset exposure and considering opportunities in fixed income. Investors should continue monitoring energy prices, geopolitical developments, Treasury volatility and upcoming FOMC decisions. Hear additional market and investment perspectives during the Key Wealth National Call: Countdown to the Midterms — Politics, Policy, and Your Portfolio on September 29, 2026, at 3:00 PM ET. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities Time 02:12 — Rising Treasury yields create headwinds for equities 06:44 — Policy discussions and geopolitical risks remain in focus 09:22 — Investors may consider rebalancing risk-asset exposure 11:09 — Treasury yields reach multidecade highs 18:27 — Closing perspective and investor considerations Additional Resources Register Now: Key Wealth National Call: Countdown to the Midterms — Politics, Policy, and Your Portfolio Read: Key Questions: Is Kevin Warsh having an “Alan Greenspan Moment?" Key Questions Weekly Investment Brief Subscribe to our Key Wealth Insights newsletter Follow us on LinkedIn

The Fed Shifts Gears: Higher Rates, AI Risks, and What Comes Next

2026/09/18

The Federal Reserve raised rates by 25 basis points and signaled that additional increases may follow as inflation remains its primary focus. While the economy and equity markets have shown resilience, investors should prepare for continued uncertainty and volatility. AI investment remains a major driver of earnings and growth, but a slowdown could pressure equities. With the 10-year Treasury yield near 5.00%, real assets may provide additional portfolio diversification amid higher rates and ongoing price pressures. Hear additional market and investment perspectives during the Key Wealth National Call: Countdown to the Midterms — Politics, Policy, and Your Portfolio on September 29, 2026, at 3:00 PM ET. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities Time 02:30 — Retail sales rebound while industrial production levels off 03:39 — The Federal Reserve raises rates and signals further tightening 11:09 — AI investment faces growing political and economic scrutiny 16:35 — Higher yields create pressure across key equity sectors 19:16 — Real assets offer diversification against inflation and market volatility Additional Resources Register Now: Key Wealth National Call: Countdown to the Midterms — Politics, Policy, and Your Portfolio Read: Key Questions: Is Kevin Warsh having an “Alan Greenspan Moment?" Key Questions Weekly Investment Brief Subscribe to our Key Wealth Insights newsletter Follow us on LinkedIn

The Inflation Plot Twist: Markets Rethink Rates as Price Pressures Return

2026/09/11

This week’s discussion examines hotter-than-expected inflation readings and their implications for Federal Reserve policy, global interest rates, and investor positioning. The panel considers why markets are pricing in a potential September rate hike, while higher oil prices and AI infrastructure spending add to inflation pressures. Despite modestly wider credit spreads, demand remains constructive. Investors should monitor policy decisions, longer-term yields, and the effects of elevated borrowing costs on housing and economic activity. Hear additional market and investment perspectives during the Key Wealth National Call: Countdown to the Midterms — Politics, Policy, and Your Portfolio on September 29, 2026, at 3:00 PM ET. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities Time 00:03:40 — Key economic releases and the latest inflation data 00:06:32 — Sticky inflation shifts expectations for Federal Reserve policy 00:09:04 — Markets price a potential September rate hike 00:14:39 — AI infrastructure and data centers support economic growth 00:17:30 — Higher global rates weigh on housing activity Additional Resources Register Now: Key Wealth National Call: Countdown to the Midterms — Politics, Policy, and Your Portfolio Read: Key Questions: Can the Promise of AI Support Today’s Record Capital Spending? Key Questions Weekly Investment Brief Subscribe to our Key Wealth Insights newsletter Follow us on LinkedIn

Taking Care of Business: Strong Jobs, Cautious Markets, and Municipal Bond Opportunities

2026/09/04

This week’s discussion examines a stronger-than-expected August employment report and its implications for the Federal Reserve’s September decision. The conversation also covers AI-driven data center investment, narrowing equity market participation, seasonal volatility, and where longer-term municipal bonds may offer relative value amid record issuance and sustained investor demand. Hear additional market and investment perspectives during the Key Wealth National Call: Countdown to the Midterms — Politics, Policy, and Your Portfolio on September 29, 2026, at 3:00 PM ET. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Stephen Hoedt, Head of Equities Pat Grady, Senior Fixed Income Portfolio Manager Time 02:12 — Economic growth, employment data, and the August payroll report 05:34 — Strong jobs and implications for the Federal Reserve 08:23 — AI data center investment supports domestic economic activity 12:59 — Market breadth weakens as seasonal volatility approaches 18:36 — Assessing relative value across the municipal bond market Additional Resources Register Now: Key Wealth National Call: Countdown to the Midterms — Politics, Policy, and Your Portfolio Read: Key Questions: Can the Promise of AI Support Today’s Record Capital Spending? Key Questions Weekly Investment Brief Subscribe to our Key Wealth Insights newsletter Follow us on LinkedIn

What Jackson Hole and NVIDIA Earnings Mean for Investors

2026/08/28

Kevin Warsh’s first Jackson Hole speech as Fed chair emphasized policy flexibility, a firm 2% inflation target and less reliance on forward guidance. The panel examines how persistent inflation and resilient economic growth could keep another rate increase on the table while contributing to greater bond market volatility. Investors also hear why caution is building around semiconductor stocks, AI infrastructure spending and technology company balance sheets, supporting a more selective portfolio tilt toward companies adopting AI rather than those primarily enabling it. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Stephen Hoedt, Head of Equities Cynthia Honcharenko, Director of Fixed Income Portfolio Management Time 01:28 — Economic updates include labor conditions, GDP and July PCE inflation 04:20 — Kevin Warsh outlines a quieter Fed and firm inflation mandate 12:46 — Markets interpret Jackson Hole as hawkish for short-term rates 16:27 — NVIDIA earnings highlight caution across semiconductors and AI spending 23:23 — Important disclosures and sources used in the discussion Additional Resources Register Now: Key Wealth National Call: Countdown to the Midterms — Politics, Policy, and Your Portfolio Read: Natural Disasters – A Financial Guide for Mitigation to Preparedness to Recovery Key Questions Weekly Investment Brief Subscribe to our Key Wealth Insights newsletter Follow us on LinkedIn

New Highs, Softer Inflation, and a Fed on Hold

2026/08/14

Markets moved higher this week as inflation data came in largely in line with expectations and concerns about additional Federal Reserve tightening eased. The panel discusses July CPI, stable labor market trends, and softer retail sales, while noting that inflation remains above target. The conversation also examines shifting expectations for the September FOMC meeting, the outlook for interest rates, and why equities continue to reach new highs despite seasonal headwinds. The episode closes with a discussion on diversification, balancing equity opportunities with attractive bond yields, and maintaining discipline as investor sentiment improves. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 02:30 — July inflation data and market reaction 08:20 — Fed outlook and September meeting expectations 13:00 — Jackson Hole and signals from policymakers 15:05 — New market highs, breadth, and volatility trends 22:20 — Bonds, diversification, and portfolio positioning Additional Resources Read: Key Questions: Are More ETFs Really Better for Investors? Read: Natural Disasters – A Financial Guide for Mitigation to Preparedness to Recovery Key Questions Weekly Investment Brief Subscribe to our Key Wealth Insights newsletter Follow us on LinkedIn

Slip Slidin’ Away: Jobs Growth Slips into Negative Territory

2026/08/07

This week’s discussion focused on a mixed set of labor market signals, highlighted by an unexpected decline in July nonfarm payrolls and a lower unemployment rate. The panel explored how softer employment data is reshaping expectations for Federal Reserve policy and reducing the likelihood of a September rate hike. The conversation also examined strong demand for corporate bonds amid record issuance driven by AI investment, along with the market’s response to earnings growth, valuation trends, and energy prices. Despite seasonal concerns, recent market strength continues to support a constructive outlook for investors. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 01:30 — Three key employment reports shape the week's outlook 05:10 — Why markets welcomed weaker-than-expected payroll data 08:20 — Treasury rally and changing Fed expectations 11:20 — Earnings quality, valuations, and market leadership 16:00 — New highs challenge seasonal market concerns Additional Resources Read: Key Investment Perspectives | Q2 2026 Read: Key Questions: Are More ETFs Really Better for Investors? Key Questions Weekly Investment Brief Subscribe to our Key Wealth Insights newsletter Follow us on LinkedIn

Sounds of Silence: What the Fed Isn’t Saying Matters Most

2026/07/31

This week’s discussion focuses on the Federal Reserve’s latest meeting, persistent inflation pressures, and what a more data dependent policy approach could mean for investors. The team reviews second quarter GDP growth, June PCE inflation, and the market reaction to Fed Chair Kevin Warsh’s comments. The conversation also explores strong earnings results, improving market breadth beyond mega cap technology, and portfolio positioning opportunities across financials, healthcare, and other cyclical sectors. The key takeaway is that diversification remains essential as investors navigate shifting policy signals, earnings strength, and an economy that continues to expand despite lingering inflation concerns. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 02:05 — GDP growth and June PCE inflation review 04:16 — FOMC recap and Warsh's inflation focus 09:19 — Bond market reaction and yield curve steepening 12:36 — Earnings season, valuations, and market breadth 19:16 — Diversification and portfolio positioning outlook Additional Resources Read: Key Wealth Investment Brief – FOMC Update Read: Key Questions: Are More ETFs Really Better for Investors? Key Questions Weekly Investment Brief Subscribe to our Key Wealth Insights newsletter Follow us on LinkedIn

Oil, Inflation, and the Fed’s Next Move

2026/07/24

This week’s discussion focused on the resurgence of inflation concerns as escalating tensions involving Iran and disruptions to global energy flows pushed oil prices toward $100 per barrel. The CIO team examines the implications for markets, including pressure on interest rates, renewed Fed tightening expectations, and a broad fixed-income selloff ahead of next week’s FOMC meeting. The conversation also explores growing investor scrutiny of AI infrastructure spending, with markets increasingly distinguishing between companies building AI capacity and those positioned to benefit from its adoption. The team provides guidance for investors in today’s dynamic market. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 02:03 — Jobless claims fall to lowest level since 1969 02:57 — Iran conflict broadens and oil approaches $100 06:51 — Energy inventories tighten and AI spending concerns grow 12:09 — FOMC outlook, inflation risks, and September expectations 16:58 — Closing thoughts for investors Additional Resources Read: Key Questions: Are More ETFs Really Better for Investors? | Key WealthKey Questions Weekly Investment Brief Subscribe to our Key Wealth Insights newsletter Follow us on LinkedIn

Crazy Train: The Economy Keeps Rolling Down the Tracks

2026/07/17

This week’s discussion focused on encouraging inflation data, steady consumer spending, and the market implications of continued AI-driven investment. The team reviewed June CPI results, Fed Chair Kevin Warsh’s congressional testimony, and the latest Beige Book findings ahead of the July FOMC meeting. While inflation showed signs of moderation, panelists noted that price pressures remain above target and are likely to keep the Fed on hold. The conversation also explored market rotation away from some AI leaders toward cyclical sectors, improving earnings trends, resilient credit markets, and the potential for broader economic participation as growth expands beyond mega-cap technology. 03:43 — June CPI, Fed testimony, and Beige Book overview 08:25 — Economic outlook, inflation trends, and AI-driven growth 12:16 — Fed expectations, rates, and credit market dynamics 17:28 — Market rotation, earnings season, and AI stock performance 22:55 — Healthcare opportunities and broadening market leadership Additional Resources Read: Key Questions - Is Artificial Intelligence (AI) a “Bubble”? Read: IRS Releases Its Dirty Dozen Tax Scams and Schemes for 2026 Key Questions Weekly Investment Brief Subscribe to our Key Wealth Insights newsletter Follow us on LinkedIn

Fed Focus Shifts as Inflation Stays Sticky

2026/07/13

This week’s discussion focused on a labor market that is cooling but still stable, renewed geopolitical risk tied to oil prices, and a Federal Reserve that appears more focused on inflation under new leadership. The panel also reviewed the market’s reaction to the June FOMC minutes, the importance of upcoming economic data, and how AI-related spending is influencing both inflation and equity leadership. Investors should watch earnings breadth, rate expectations, and rotation within technology as the second half of the year begins. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 02:01 — Labor market data shows slower payroll growth 04:48 — Middle East risks put oil prices back in focus 09:01 — FOMC minutes point to a more hawkish Fed 14:33 — AI spending drives equity market rotation 21:26 — Closing thoughts for investors Additional Resources Read: Key Questions - Is Artificial Intelligence (AI) a “Bubble”? Read: IRS Releases Its Dirty Dozen Tax Scams and Schemes for 2026 Key Questions Weekly Investment Brief Subscribe to our Key Wealth Insights newsletter Follow us on LinkedIn