Economic Commentary

ECONOMY AND POLICY December 10, 2021   Chief Economist Scott Brown discusses current economic conditions. In his congressional testimony of November 30, Fed Chair Powell seemed to shift from cautious to hawkish. However, the evolution of the inflationary outlook had been underway for a while. The spike in inflation in the spring was narrow, the […]

MARKETS AND INVESTING December 06, 2021   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Your investment portfolio likely has some sort of target asset allocation designed to align your financial goals with an appropriate level of risk. Allocation targets are intended to balance various risks while working toward longer […]

MARKETS AND INVESTING December 03, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: The Omicron variant has sparked global market volatility over the past week- i.e. S&P 500 index -4%, average S&P stock -5.6%, and Russell 2000 -8% in just four days. […]

MARKETS AND INVESTING December 03, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways U.S. has already taken steps to combat omicron The Fed’s quantitative easing goals have been met Inflationary pressures are starting to peak Will we have a ‘December to Remember?’ Or one we want to forget? The S&P […]