Investment Strategy
Fed week – Is a rate cut on deck?
Markets & Investing July 29, 2024 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. The FOMC meets this week in what will be the one-year anniversary of the last change to the Fed Funds rate. Last July, the FOMC raised the Fed Funds rate 25 basis points to cap […]
Three building uncertainties weighing on the equity market
Markets & Investing July 26, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Equity volatility increased with the S&P 500 down ~4% Political, economic, earnings uncertainty are all rising We remain cautious on the market near term Is bad news becoming bad news for the equity market? For much of […]
After Biden: What comes next?
MARKETS & INVESTING July 23, 2024 Following the historic decision by President Biden to drop out of the 2024 race, Raymond James CIO Larry Adam provides insight into his team’s economic and market outlook. To read the full article, see the Thoughts on the Market publication linked below. Election cycles are unpredictable, and the […]
Walking the tightrope
MARKETS & INVESTING July 15, 2024 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The dilemma that all Fed committees and chairpersons face when the economic cycle nears a turn but then repeats itself can be summed up with Fed chair Jerome Powell’s recent references: “Easing too soon, too […]