Investment Strategy
Personal consumption expenditure – An inflation measure
MARKETS & INVESTING June 10, 2024 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Personal Consumption Expenditure (PCE) measures the price paid for goods and services by consumers. It reflects changes in consumer behavior and captures inflation (or deflation) across a wide range of consumer expenses. Prices for both […]
Markets watching for when the Fed easing cycle will begin
MARKETS & INVESTING June 07, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways No major changes to the Fed’s updated economic projections The Fed’s longer-run median dot should move higher Softer economic data should ease the Fed’s concerns Game On! All eyes will be watching the start of this week’s […]
May’s record-breaking market performance elicits optimism
MARKETS & INVESTING June 03, 2024 Positive corporate earnings and greater participation from sectors other than technology carried stocks forward. May was a month of milestones, with all three major U.S. equity indexes hitting new highs – and markets in the U.K., India and Germany also setting records. Stocks were driven up by positive […]
The markets mixed signals
MARKETS & INVESTING June 03, 2024 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The year’s first five months have provided investors with bountiful financial blessings. The stock market has delivered full-year returns in less than half a year. The S&P index’s total return is 11.3% year-to-date. The bond […]
