Fed Focus Shifts as Inflation Stays Sticky

Podcast: Key Wealth Matters · Key Wealth Institute

Opublikowano: 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 Geo...