Investment Strategy
Swapping for yield?
MARKETS & INVESTING June 20, 2023 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. You bought bonds when interest rates were lower. Now rates are considerably higher – so why not sell the bonds and reinvest in the better yields? You have the right idea… for investing new money […]
Resilience of the economy remains Fed’s biggest challenge
MARKETS & INVESTING June 16, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The Fed’s dot plot signals a higher terminal rate Inflation continues to move in the right direction Extended pause will drive growth and inflation lower It’s hard to believe that the iconic movie musical, Grease, celebrates its […]
Is it different this time?
MARKETS & INVESTING June 12, 2023 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. There is no shortage of opinions regarding economic data and forecasting. The sensational point of view captures audiences, so it is likely that we will continue to read extreme opinions and hear about dramatic possibilities. […]
Fed’s updated economic projections coming at a critical time
MARKETS & INVESTING June 09, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The Fed is expected to pause in June Economy is slowly inching toward a recession Fed rate cycle likely to turn in 2024 Welcome to the Basketball Finals! As we head into Game Four tonight, the Eastern and Western […]