Investment Strategy
Recurring Fiscal Deficits and the Consequences
MARKETS & INVESTING November 20, 2023 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The mounting fiscal deficit is becoming a louder topic. A deficit can be economically problematic on many levels and its financial hemorrhaging can reach far into the future. It is not as simple as it […]
5 financial-related dynamics we’re grateful for
MARKETS & INVESTING November 17, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways U.S. economic growth continues to outpace other G7 nations Strong labor market should cushion next downturn Disinflationary trends remain intact On behalf of the Investment Strategy team, we extend our sincerest wishes for a Happy Thanksgiving wherever […]
Key takeaways as earnings season winds down
MARKETS & INVESTING November 10, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways S&P 500 companies experienced tepid sales growth Many companies report the consumer is starting to pull back Fundamentals support mega-cap tech’s strong gains Good news – the earnings recession is over! After three consecutive quarters of negative […]
Keeping it real
MARKETS & INVESTING November 06, 2023 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. I’ve talked about the volatile markets and last week highlighted such. The 2- through 30-year Treasuries rallied hard to drop yields from 12 to 18 basis points. By example, the 10-year Treasury price bottomed out […]