Investment Strategy
Will the bond market cooling trend persist?
MARKETS & INVESTING January 19, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Policymakers pour ‘cold water’ on early rate cuts Economic data is still likely to ‘chill’ Watch the quarterly refunding announcement Hope you are staying warm! This week brought record low temperatures and wind chill advisories across the […]
Ready, set, lock in rates
MARKETS & INVESTING January 17, 2024 Senior Investment Strategist Tracey Manzi shares why the journey to lower interest rates isn’t likely to proceed in a straight line. To read the full article, see the Investment Strategy Quarterly publication linked below. Key takeaways: Stronger-than-expected growth, concerns about the U.S. government’s fiscal outlook and the Federal […]
Clear sentiment on interest rate direction
MARKETS & INVESTING January 16, 2024 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. We did an internal survey among our associates, attempting to get a feel for their views on various economic and fixed income topics. Any survey result concerning the future can net inexact results but nonetheless […]
Why are earnings estimates like New Year’s resolutions?
MARKETS & INVESTING January 12, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Earnings growth likely to remain below average in 4Q Downward revisions to 2024 estimates to come Tech-related sectors a standout in 4Q The start of a new year brings the annual tradition of setting a new goal. […]