))
Market Minutes Recap - Market Update (Perspectives on Tax policy, Rate cuts)
Manage episode 451012953 series 2815319
Content provided by Andrew Rigo and Key Wealth Institute. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Rigo and Key Wealth Institute or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
The Key Wealth Matters weekly podcast covers important topics including the markets, the economy, and investing. This week's episode features discussions on:
- Market updates, with the S&P 500 down slightly this week despite being up 25% year-to-date. Rising Treasury yields are making further gains difficult.
- Tax policy under the reelected President Trump, including plans to make his 2017 tax cuts permanent and possibly lower the corporate tax rate further.
- Implications for the municipal bond market, with concerns about potential changes to tax-exempt status for private activity bonds and the alternative minimum tax.
- The Federal Reserve's path forward on interest rates, with Powell signaling a slower pace of rate cuts.
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
Stephen Hoedt, Head of Equities
Joe Velkos, National Tax Director
Paul Toft, Senior Fixed Income Portfolio Manager
Additional Resources
Key Questions | Key Private Bank
Subscribe to our Key Wealth Insights newsletter
Economic & Market Research
Weekly Investment Brief
Follow us on LinkedIn
48 episodes
Share
