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Investment Strategy

The end of the Fed’s tightening cycle is drawing near

MARKETS & INVESTING July 14, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Inflation pressures have continued to ease Cracks in the Labor market are starting to appear A slowdown in consumer spending is underway The Wimbledon Championship Tournament is in full swing, with the men’s and women’s finals scheduled […]

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Should You Wait?

MARKETS & INVESTING July 10, 2023   Markets are expecting the FOMC to raise the Fed Funds rate one or two more times (25 basis points each) in this cycle. While this is a market estimate and in no way guaranteed, let’s just pretend for a minute that there is a 100% chance of this […]

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Tech sector emerged as 2023’s first half MVP

MARKETS & INVESTING July 07, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Tech sector the MVP of the first half Tech likely to maintain All-Star status in the second half Energy, financials and health care poised to rebound With the baseball season halfway completed, Seattle, Washington will host the […]

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