The Fed Holds Firm. Can Markets Keep Climbing?

Podcast: Key Wealth Matters · Key Wealth Institute

Opublikowano: 2026-10-30

Resilient economic growth, persistent PCE inflation and the Federal Reserve’s decision to hold interest rates steady remain central for investors. Reduced forward guidance could increase market volatility, while elevated AI capital spending and a defensive rotation are affecting earnings expectations and market breadth. Historical midterm election trends support a cautiously positive market outlook for 2027, though investors should remain disciplined and attentive to inflation, policy and earnings risks. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Stephen Hoedt, Head of Equities Cynthia Honcharenko, Director, Fixed Income Portfolio Management ...