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Investment Strategy

Financial markets approaching an inflection point

MARKETS & INVESTING July 21, 2023   Review the latest Weekly Headings by CIO Larry Adam. Bonds perform well after the tightening cycle ends Near-term caution on equities is warranted Equity rally should broaden into the lagging sectors The 2023 FIFA Women’s World Cup ‘kicked’ off this week. Women’s soccer has become so popular, with […]

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The end of the Fed’s tightening cycle is drawing near

MARKETS & INVESTING July 14, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Inflation pressures have continued to ease Cracks in the Labor market are starting to appear A slowdown in consumer spending is underway The Wimbledon Championship Tournament is in full swing, with the men’s and women’s finals scheduled […]

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Should You Wait?

MARKETS & INVESTING July 10, 2023   Markets are expecting the FOMC to raise the Fed Funds rate one or two more times (25 basis points each) in this cycle. While this is a market estimate and in no way guaranteed, let’s just pretend for a minute that there is a 100% chance of this […]

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