Investment Strategy
The Fed remains confronted with a difficult juggling act
MARKETS & INVESTING May 19, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Positive signals on debt ceiling negotiations Disconnect between the Fed and bond market continues Continued pullback in discretionary spending The Ringling Brothers formed their first song-and-dance variety show to entertain enthusiastic crowds across America in 1882. But […]
Instant gratification
MARKETS & INVESTING May 15, 2023 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. I’m going old school today, perhaps walking the thin line of coveting the comfort that comes with following the masses. Instant gratification is a desirable position to crave in any facet of life. Take a […]
Market optimism warranted as tightening cycle nears end
MARKETS & INVESTING May 12, 2023 Review the latest Weekly Headings by CIO Larry Adam. Tighter lending standards still pose a risk The debt ceiling issue will get resolved The earnings outlook is improving This past Thursday was National Twilight Zone Day. For those of you who are unfamiliar, The Twilight Zone was a […]
Now what?
MARKETS & INVESTING April 24, 2023 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Short-term Treasury yields skyrocketed throughout 2022 reaching levels not seen in almost 15 years. In early October, the yield of the 6-month T-bill topped 4% for the first time since 2007 and by the end […]