Economic & Market Research
Valuable insights & opportunities.
The latest research, data, and insights from the investment experts at Key Private Bank.
Key Questions: The Fed is Nervous About Inflation. Should you be Nervous About Your Bond Portfolio?
The Fed is poised to raise interest rates and remove liquidity as the bond market has become riskier and more sensitive to interest rates.
Key Private Bank Investment Brief
The global spread of COVID-19 has caused significant market movements and uncertainty among investors.
Your investment brief houses our experts' latest analysis and strategies for navigating the turbulence created by the outbreak—keeping you updated on our thinking and how these changes might impact your portfolio.
Key Questions: What’s the Outlook for US Equities in 2022?
As the economic cycle migrates from midcycle to late cycle, we believe that 2022 will be a much more difficult year to navigate than 2021.
Key Questions: What Is the Outlook for Fixed Income in 2022?
Rising rates, persistent inflation, and ever-present liquidity concerns make for a challenging year for fixed income investors.
What to Know about Bitcoin and Cryptocurrency Before Investing
While bitcoin and other cryptocurrencies are new to most portfolios, investors increasingly recognize that they represent the next stage of a digital transformation that’s been taking place over the past 30 years. Cryptocurrencies have become a multi-trillion-dollar asset class, and mainstream acceptance of digital assets continues to grow.
Key Questions: Is There a Silver Lining to the Market Volatility From the Omicron Variant?
The discovery of a new coronavirus variant, named omicron, first detected in South Africa. According to various sources, omicron is spreading at a rate significantly greater than previous variants (e.g., delta and beta), thus causing alarm and triggering the market sell-off.
Key Questions: What are the Components and Economic Consequences of the Build Back Better Framework?
The Build Back Better framework is the centerpiece of President Joe Biden’s domestic agenda. The plan constitutes several pillars, including COVID-19 relief, investment in physical infrastructure, spending on education, tackling climate change, and improving child and elderly care.
Key Questions: Is Another Term for Powell a No Brainard?
Consumer Price Index numbers may have swung the odds in favor of Jerome Powell’s reappointment as Federal Reserve chairman.
Key Questions: What’s Bitcoin Worth, Anyway?
Bitcoin’s price hit an all-time high last month, just shy of $67,000 per token. The cryptocurrency is now up more than 100% from its year-to-date low registered in July. What explains this recent spike? Or, maybe more importantly, what explains Bitcoin’s price in general? Does it have a fair value?
Key Questions: Should You Buy Stocks with High Dividends?
Companies that pay high dividends can be seductive. Some investors may reason, “A seemingly reliable check in the mail no matter how the stock trades? Sign me up!” To these investors, we would offer some words of caution.
Key Questions: Are We Staring at a Stagflationary Crisis?
Patrick Higgins is an economist at the Federal Reserve Bank of Atlanta who, like many others, feels that the broadest indicator used to measure our economy is flawed.
Key Questions: How Can Bond Investors Protect Themselves Amid Rising Inflation?
Staying relatively short and employing an actively managed approach can offset some of the pain.