Investment Strategy
Treasury yields – what’s driving their recent rise?
MARKETS & INVESTING August 25, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways It’s premature to call off a recession Lower shelter costs will ease inflationary pressures Treasury supply dynamics caught the market by surprise “Toto, I’ve a feeling we’re not in Kansas anymore.” This famous phrase from the Wizard […]
Is there a rhyme or reason in this market?
MARKETS & INVESTING August 21, 2023 Nick Goetze discusses fixed income market conditions and offers insight for bond investors. If we all KNEW what the markets were going to do, the investment side of life would be a breeze. We would only need one financial news channel, there would be no need for endless […]
Five key takeaways from Q2 earnings season
MARKETS & INVESTING August 18, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Consumer remains healthy but spending is shifting Earnings recession has likely bottomed Margins are likely to remain resilient Summer is quickly coming to an end, and while the official end of the season doesn’t arrive until mid-September, […]
Consumer strength likely to hit some crosswinds
MARKETS & INVESTING August 11, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Tailwinds to consumer strength are fading Labor market cracks are becoming evident Higher borrowing costs a headwind for capex plans Planes, trains, and automobiles! That’s what this summer’s travel season has felt like for millions of Americans […]