Investment Strategy
What will the Fed’s updated dot plots signal to the market?
MARKETS & INVESTING May 26, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Headline risks on the debt ceiling will drive markets Focus will soon shift to The Fed’s updated dot plots Inflation trajectory still on a solid downward path As we head into Memorial Day weekend, the unofficial kick […]
The Fed remains confronted with a difficult juggling act
MARKETS & INVESTING May 19, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Positive signals on debt ceiling negotiations Disconnect between the Fed and bond market continues Continued pullback in discretionary spending The Ringling Brothers formed their first song-and-dance variety show to entertain enthusiastic crowds across America in 1882. But […]
Instant gratification
MARKETS & INVESTING May 15, 2023 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. I’m going old school today, perhaps walking the thin line of coveting the comfort that comes with following the masses. Instant gratification is a desirable position to crave in any facet of life. Take a […]
Market optimism warranted as tightening cycle nears end
MARKETS & INVESTING May 12, 2023 Review the latest Weekly Headings by CIO Larry Adam. Tighter lending standards still pose a risk The debt ceiling issue will get resolved The earnings outlook is improving This past Thursday was National Twilight Zone Day. For those of you who are unfamiliar, The Twilight Zone was a […]