Investment Strategy

MARKETS & INVESTING June 17, 2024   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The bond market has been very responsive to economic views concerning inflation. The Federal Reserve (Fed) has been very attentive to inflation as they continue to declare, with persistence, a policy geared to achieving a […]

MARKETS & INVESTING June 10, 2024   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Personal Consumption Expenditure (PCE) measures the price paid for goods and services by consumers. It reflects changes in consumer behavior and captures inflation (or deflation) across a wide range of consumer expenses. Prices for both […]

MARKETS & INVESTING June 07, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways No major changes to the Fed’s updated economic projections The Fed’s longer-run median dot should move higher Softer economic data should ease the Fed’s concerns Game On! All eyes will be watching the start of this week’s […]

MARKETS & INVESTING June 03, 2024   Positive corporate earnings and greater participation from sectors other than technology carried stocks forward. May was a month of milestones, with all three major U.S. equity indexes hitting new highs – and markets in the U.K., India and Germany also setting records. Stocks were driven up by positive […]