Fed Chair Transition, Sticky Inflation, and Why Diversification Still Matters

Podcast: Key Wealth Matters · Key Wealth Institute

Opublikowano: 2026-05-15

This week’s discussion reviews how hotter inflation readings pushed yields higher and challenged the market’s near-term policy assumptions. The group outlines what the latest CPI and PPI data could imply for the Fed’s preferred inflation gauge later this month, and why resilient credit spreads and steady corporate bond issuance matter for risk conditions. A deep dive then shifts to international and emerging markets, highlighting concentration tied to the AI supply chain, China’s transition toward strategic industries, and how geopolitics and oil-linked inflation risks may complicate the global backdrop. Speakers: Brian Pietra...