Investment Strategy
The opportunity right under your nose
MARKETS & INVESTING October 02, 2023 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. When the media speaks of the yield curve, they are likely referring to the Treasury yield curve. It is the point of reference for interest rate levels and investment comparison. Although Treasuries may be a […]
Despite a resilient economy so far in 2023, the outlook is getting murkier
MARKETS & INVESTING September 29, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Consumer spending fog is rolling in Still calling for lower long-term Treasury yields Modest upside for equities is expected from current levels Sailing on Strange Seas! Traditional indicators have been flashing warning signals for some time now, […]
Get Real
MARKETS & INVESTING September 25, 2023 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Anyone who even casually pays attention to the financial media has likely become familiar with the current state of inflation as well as how high interest rates have risen over the past ~2 years. Inflation […]
Hopes bolstered for Fed’s soft landing, but watch building headwinds
MARKETS & INVESTING September 22, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Headwinds are building for the consumer High borrowing rates are reaching a pain point Labor market strength is waning This weekend marks the arrival of fall! The turning point in the year where the days grow shorter, nights […]