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Investment Strategy

Key takeaways as earnings season winds down

MARKETS & INVESTING November 10, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways S&P 500 companies experienced tepid sales growth Many companies report the consumer is starting to pull back Fundamentals support mega-cap tech’s strong gains Good news – the earnings recession is over! After three consecutive quarters of negative […]

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Keeping it real

MARKETS & INVESTING November 06, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. I’ve talked about the volatile markets and last week highlighted such. The 2- through 30-year Treasuries rallied hard to drop yields from 12 to 18 basis points. By example, the 10-year Treasury price bottomed out […]

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Has the Fed’s tightening cycle reached the finish line?

MARKETS & INVESTING November 03, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Economic growth will slow in the coming quarters Labor market strength is easing Disinflationary trend remains intact Happy National Cliché Day! Who knew there was a day dedicated to celebrate the often vague (although sometimes useful) and […]

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Markets haunted by looming uncertainty and volatility

MARKETS & INVESTING October 31, 2023   Equities pulled back for a third straight month in October while navigating through persistent headwinds. Many words have been published about the U.S. economy plowing through conventional expectations amid the Federal Reserve’s (Fed) campaign to lower inflation by raising interest rates. Through October, this theme would continue as […]

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