Investment Strategy
Earnings will need to be the catalyst to push the market higher
Markets & Investing October 18, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Equity market technicals are currently stretched Election uncertainty likely to weigh on the market near term Earnings will need to be the catalyst to push the market higher Another Super Moon! This week, skywatchers got to experience […]
The inverted yield curve: Still a reliable signal?
Markets & Investing October 17, 2024 Senior Investment Strategist Tracey Manzi notes that while the predictive power of the inverted yield curve has waned this cycle, investors shouldn’t dismiss the warning signs entirely. To read the full article, see the Investment Strategy Quarterly publication linked below. For decades, yield curve inversions have been a […]
Which part of the curve is your fixed income focused on?
Markets & Investing October 15, 2024 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. We have been warning about a general shift in interest rates for weeks. In particular, we have focused on the Fed’s directional policy change, which did flip on September 18 when they cut the Fed […]
Five things to keep an eye on during earnings season
Markets & Investing October 11, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways S&P 500 to post fifth straight quarter of positive EPS growth Mega-cap tech to be a bright spot yet again 2025 EPS estimates likely to be revised lower This weekend marks the second anniversary of the bull market. Since […]