Investment Strategy
The Fed is still in charge – fixed income rates are still high
MARKETS & INVESTING January 17, 2023 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Everyone loves a story. Let’s face it. With an overload of media outlets competing for an audience, nearly every angle from each economic event is covered by someone. Every plausible, and sometimes improbable viewpoint is […]
Inflation decelerating as pricing pressures continue to cool
MARKETS & INVESTING January 13, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Energy prices a critical component of CPI Higher prices may hamper the consumer’s ability to travel Mismatch between rental price beliefs and reality In totality, the December CPI inflation report was another print supporting the global disinflation […]
Weekly market guide
MARKETS & INVESTING January 13, 2023 Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Equities are bouncing to begin the new year, buoyed by the past week’s December jobs and Consumer Price Index (CPI) reports. Nonfarm payrolls rose by a still strong 223,000, but investor […]
Equities are searching for clarity
MARKETS & INVESTING January 11, 2023 Market volatility and the Federal Reserve’s efforts to reduce inflation will continue to garner attention. To read the full article, see the Investment Strategy Quarterly publication linked below. Key takeaways: We believe that inflation will be moderate over the next year which will allow the Federal Reserve (Fed) […]