Investment Strategy
Economy and markets slow as headwinds build
MARKETS & INVESTING October 02, 2023 As heightened inflation has lingered, the Federal Reserve diminished hopes of 2024 interest rate cuts and economic data suggests a mild recession in the first half of 2024. Throughout the run of the Federal Reserve’s (Fed) inflation-fighting, rate-raising program, the equity market has shown uncommon enthusiasm supported by […]
Markets sailing into unknown seas
MARKETS & INVESTING October 02, 2023 CIO Larry Adam and his team share their outlook as the economy and financial markets chart their course for the remainder of this year and 2024. To read the full article, see the Investment Strategy Quarterly publication linked below. Investors had gotten used to smooth sailing with the […]
The opportunity right under your nose
MARKETS & INVESTING October 02, 2023 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. When the media speaks of the yield curve, they are likely referring to the Treasury yield curve. It is the point of reference for interest rate levels and investment comparison. Although Treasuries may be a […]
Despite a resilient economy so far in 2023, the outlook is getting murkier
MARKETS & INVESTING September 29, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Consumer spending fog is rolling in Still calling for lower long-term Treasury yields Modest upside for equities is expected from current levels Sailing on Strange Seas! Traditional indicators have been flashing warning signals for some time now, […]