Investment Strategy
Why the uptick in inflation isn’t the start of a new trend
MARKETS & INVESTING April 12, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways March CPI data came in hotter than expected A cooling economy/labor market should ease inflation We continue to expect the Fed to cut three times in 2024 Growth and inflation have remained remarkably resilient since the start […]
After the Fed pivot: Where are the opportunities?
MARKETS & INVESTING April 10, 2024 Senior Investment Strategist Tracey Manzi notes that with a Federal Reserve easing cycle on the horizon, the fixed income markets are relatively attractive. To read the full article, see the Investment Strategy Quarterly publication linked below. The Federal Reserve’s (Fed) pivot late last year sparked an enormous rally […]
Should I stay (Short-Term) or should I go (Long-Term)?
MARKETS & INVESTING April 08, 2024 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. This week’s discussion is a follow-up to last week’s overview of the elongation of the economic cycle. There are many mitigating factors affecting the economy, some of which can sway sentiment, influence economic data releases, […]
The U.S. economy keeps dodging obstacles
MARKETS & INVESTING April 05, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The U.S. economy will have the softest of soft landings Investors should ‘gobble up’ attractive coupon income Near-term pullback should not derail the bull market Are you ready for The Next Level Up? While artificial intelligence and new technologies […]